Sheet Metal, Air, Rail Transportation Local No.27
Sponsored by Smart Local 27 Annuity Fund Trustees · EIN 222604860 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 1,061
- With balances
- 646
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Investment management fees (direct) | $29,610 |
| Mspc | Accounting, Direct payment from the plan | $29,500 |
| O'brien Belland & Bushinsky Llc | Legal, Direct payment from the plan | $23,835 |
| Smart 27 Health & Welfare Fund | Other services, Direct payment from the plan | $5,527 |