Sheet Metal Local 10 Supplemental Retirement Fund
Sponsored by Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund · EIN 416162383 · Plan #001
- Total assets
- $573M
- Net assets
- $573M
- Active participants
- 4,308
- With balances
- 4,801
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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Sierra Investment Management, Llc CRD 106615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sheet Metal Control Board | Contract administrator, Direct payment from the plan | $195,328 |
| Meketa Investment Group | Investment advisory (plan), Non-monetary compensation, Other investment fees and expenses | $105,000 |
| Morgan Stanley Global Banking Opera | Investment advisory (plan), Non-monetary compensation, Other investment fees and expenses | $92,699 |
| Shumaker, Loop & Kenrick, Llp | Legal, Direct payment from the plan | $38,700 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $27,615 |
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $25,389 |
| Sierra Investment Management | Investment management, Investment management fees (direct) | $10,565 |