Sheet Metal Workers Local No. 177 Pension Fund
Sponsored by Trustees Sheet Metal Workers Local No. 177 Pension Fund · EIN 626093256 · Plan #001
- Total assets
- $75.6M
- Net assets
- $75.6M
- Active participants
- 712
- 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 |
|---|---|---|
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Kennedy Capital Management Llc CRD 105834 | fuzzy_auto · 94% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment advisory (plan), Investment management | $208,452 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $102,986 |
| Blackrock | Investment management | $40,580 |
| Lazard International | Investment management | $29,776 |
| Polen Capital | Investment management | $29,064 |
| Pacific Income Advisors | Investment management | $25,017 |
| Asb Capital Management | Investment management | $23,384 |
| Daniels Irwin & Aylor | Accounting | $20,250 |
| Sage Advisory Services | Investment management | $17,641 |
| Kennedy Capital | Investment management | $10,642 |
| Congress Asset Management | Investment management | $8,594 |
| Eagle Asset Management | Investment management | $7,933 |
| Kayne Anderson | Investment management | $7,592 |
| Invesco Real Estate Trust Inc. | Investment management | $6,750 |
| Harding Loevner | Investment management | $6,617 |
| Branstetter, Stranch & Jennings | Legal | $4,875 |
| Great Gray Trust Company, Llc | Custodial (securities), Investment management | $0 |
| Mutual Funds | Custodial (securities), Investment management | $0 |