AUMdb

Sheet Metal Workers' 270 Defined Contribution Pension Plan

Sponsored by Trustees Sheet Metal Workers' Local 270 Dc Pension Plan · EIN 272519987 · Plan #001 · Tulsa, OK

Total assets
$8.7M
Net assets
$8.7M
Active participants
396
With balances
457

Plan year beginning 01/01/2024 · 401(k)

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
Trust Company Of Oklahoma Recordkeeping, Trustee (institutional), Participant communication $85,136
Royle Vazquez Llp Accounting, Direct payment from the plan $10,191