Sheet Metal Workers Local Union No.71 Annuity Fund
Sponsored by Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund · EIN 161592883 · Plan #001 · Buffalo, NY
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 322
- With balances
- 452
Plan year beginning 06/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $37,642 |
| John Hancock Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $33,906 |
| Tronconi Segarra & Associates, Llp | Accounting, Direct payment from the plan | $11,830 |