Sheet Metal Workers' Local 10 Pension Fund
Sponsored by Trustees Of Sheet Metal Workers' Local 10 Pension Fund · EIN 411562581 · Plan #001
- Total assets
- $406M
- Net assets
- $406M
- Active participants
- 2,561
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Lexington Partners L.P. CRD 147281 | fuzzy_auto · 96% | 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 | $349,980 |
| Great Lakes Advisors | Investment management, Investment management fees (direct) | $226,306 |
| Meketa Investment Group | Investment advisory (plan), Non-monetary compensation, Other investment fees and expenses | $105,000 |
| The Segal Company | Actuarial, Direct payment from the plan | $64,263 |
| Union Bank & Trust | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $47,167 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $43,662 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $34,283 |
| Lexington Partners | Investment management, Investment management fees (direct) | $29,546 |
| Sierra Investment Management | Investment management, Investment management fees (direct) | $8,183 |
| Union First Laser Technologies | Other services, Direct payment from the plan | $6,964 |
| Kovitz Investment Group | Investment management, Investment management fees (direct), Other commissions | $6,647 |