Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund
Sponsored by Bd Ttees Sheet Metal Workers' Local 100 Washington · EIN 526038495 · Plan #001
- Total assets
- $392M
- Net assets
- $391M
- Active participants
- 1,336
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Fiduciary Management, Llc CRD 323605 | fuzzy_auto · 98% | 2024 |
| Crow Holdings Capital Partners, L.L.C. CRD 156925 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Kohlberg Kravis Roberts & Co. L.P. CRD 144533 | fuzzy_auto · 95% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Corecommodity Management, Llc CRD 135810 | fuzzy_auto · 98% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| William C. Earhart Co. Inc. | Contract administrator, Direct payment from the plan | $373,371 |
| Meketa Fiduciary Managment | Investment management, Investment management fees (direct) | $258,237 |
| Jp Morgan Chase Bank, Na | Investment management, Direct payment from the plan, Investment management fees (direct) | $219,281 |
| Aon Investments Usa Inc. | Investment advisory (plan), Direct payment from the plan | $75,000 |
| Kohlberg, Kravis, Roberts & Co., Lp | Investment management, Investment management fees (direct) | $68,331 |
| Comerica | Custodial (securities), Other services, Shareholder servicing fees | $53,980 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $50,540 |
| Foster & Foster, Inc. | Actuarial, Direct payment from the plan | $36,973 |
| Bny Mellon | Investment management, Investment management fees (direct), Investment management fees (indirect) | $19,835 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct), Investment management fees (indirect) | $18,084 |
| O'donoghue & O'donoghue, Llp | Legal, Direct payment from the plan | $12,879 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management | $11,936 |
| Brandywine Global Investment Mgmt | Investment management, Investment management fees (direct) | $9,523 |
| Davidson Kempner Lt Distressed Opp | Investment management, Investment management fees (indirect) | $0 |
| Dk Long Term Management Lp | Investment management, Soft dollars commissions | $0 |
| 16 Points Llc | Insurance agents and brokers, Finders' fees/placement fees | $0 |
| Corecommodity Managment, Llc | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors, Llc | Investment management | $0 |
| Crow Holdings Capital | Investment management, Investment management fees (indirect) | $0 |