Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18
Sponsored by Board Of Trustees Of The Retirement Plan · EIN 396135887 · Plan #001
- Total assets
- $374M
- Net assets
- $374M
- Active participants
- 1,960
- With balances
- 2,437
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Direct payment from the plan, Recordkeeping fees | $168,805 |
| Reinhart Boerner Van Deuren Sc | Legal, Direct payment from the plan | $94,142 |
| Benefit Plan Administration Of Wi | Plan administrator, Direct payment from the plan | $91,669 |
| Mariner Institutional, Llc | Direct payment from the plan, Consulting fees | $33,750 |
| Matrix Trust Company | Trustee (institutional), Direct payment from the plan | $33,134 |
| Wisconsin Sheet Metal H&W Fund | Other fees, Direct payment from the plan | $29,139 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $14,785 |
| Andco Consulting Llc | Consulting fees, Direct payment from the plan | $11,250 |