International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No.
Sponsored by Board Of Trustees Of Smart Local Union No. 36 401(k) Plan · EIN 431758027 · Plan #001
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 3,838
- With balances
- 3,986
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping, Custodial (securities) | $106,395 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $57,860 |
| Breanna Fitzhenry | Employee (plan) | $43,434 |
| Catherine Dobrynski | Employee (plan) | $26,492 |
| Marquette Associates | Investment advisory (plan) | $25,000 |
| Schuchat, Cook & Werner | Legal | $24,071 |