SMITH GRAHAM
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
56
Active participants
177,054
Total plan assets
$21.9B
Filings (rows)
56
Direct comp
$6.1M
Indirect comp
$12K
Aggregating 12 name variants under "SMITH GRAHAM"
SMITH GRAHAM & CO15SMITH GRAHAM10SMITH GRAHAM & CO INVESTMENT ADV8SMITH GRAHAM & CO INV ADVISORS4SMITH GRAHAM & CO INVESTMENT ADVI3SMITH GRAHAM & CO INVESTMENT3SMITH GRAHAM AND CO3SMITH GRAHAM & CO INVESTMENT ADVIS2SMITH GRAHAM & CO INV ADV L P2SMITH GRAHAM &2SMITH GRAHAM & C INVESTMENT ADVI2SMITH GRAHAM AND CO INV ADVR2
SERVICES PROVIDED
Other56
Top plans served
All 56 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ROBERT BOSCH LLC ROBERT BOSCH LLC MASTER TRUST RETIREMENT TRUST | FARMINGTON HILLS, MI | Other NONE | — | $1.6B | $156K |
| ROBERT BOSCH LLC ROBERT BOSCH LLC MASTER TRUST RETIREMENT TRUST | FARMINGTON HILLS, MI | Other NONE | — | $1.6B | $113K |
| EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON, DC | Other NONE | 2,113 | $1.1B | $116K |
| EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON, DC | Other NONE | 2,212 | $1.1B | $155K |
| LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND | PHILADELPHIA, PA | Other NONE | 2,881 | $1.1B | $102K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,918 | $1.0B | $199K |
| BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD, CT | Other NONE | 8,957 | $975.9M | $278K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other NONE | 2,911 | $956.3M | $222K |
| BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD, CT | Other NONE | 8,879 | $922.7M | $266K |
| NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND | LANDOVER, MD | Other NONE | 16,440 | $787.7M | $147K |
| BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN, MO | Other NONE | 6,048 | $779.9M | $64K |
| BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN, MO | Other NONE | 6,550 | $765.3M | $152K |
| BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN, MO | Other NONE | 7,157 | $749.0M | $161K |
| NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND | LANDOVER, MD | Other NONE | 15,031 | $729.9M | $147K |
| NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND | LANDOVER, MD | Other NONE | 15,120 | $717.6M | $310K |
| AFL-CIO STAFF RETIREMENT PLAN CONGRESS OF INDUSTRIAL ORGANIZATIONS AFL-CIO STAFF RETIREMENT PLAN | WASHINGTON, DC | Other NONE | 1,116 | $676.9M | $271K |
| PLUMBERS & PIPEFITTERS L25 PLUMBERS & PIPEFITTERS LOCAL NO. 25 PENSION FUND | MOLINE, IL | Other NONE | 895 | $460.6M | $194K |
| BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUND LOCAL 272 LABOR MANAGEMENT PENSION FUND | NEW YORK, NY | Other NONE | 7,002 | $397.5M | $381K |
| PLUMBERS & PIPEFITTERS L25 PLUMBERS & PIPEFITTERS LOCAL NO. 25 PENSION FUND | MOLINE, IL | Other NONE | 894 | $397.2M | $183K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,911 | $356.6M | $94K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,910 | $356.1M | $94K |
| TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN FLORIDA CARPENTERS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 1,821 | $315.4M | $197K |
| TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN FLORIDA CARPENTERS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 1,750 | $308.0M | $219K |
| NECA LOCAL 145 IBEW PENSION FUND NECA LOCAL 145 IBEW PENSION FUND | MOLINE, IL | Other NONE | 801 | $254.0M | $75K |
| NECA LOCAL 145 IBEW PENSION FUND NECA LOCAL 145 IBEW PENSION FUND | MOLINE, IL | Other NONE | 786 | $223.5M | $130K |
| BOARD OF TRUSTEES OF THE PACIFICORP/IBEW LOCAL 57 RETIREMENT TRUST FUN PACIFICORP/IBEW LOCAL 57 RETIREMENT TRUST FUND | SAN RAMON, CA | Other | 880 | $222.8M | $38K |
| BOARD OF TRUSTEES OF THE PACIFICORP/IBEW LOCAL 57 RETIREMENT TRUST FUN PACIFICORP/IBEW LOCAL 57 RETIREMENT TRUST FUND | SAN RAMON, CA | Other | 798 | $212.6M | $5K |
| BOARD OF TRUSTEES RHODE ISLAND LABORERS ANNUITY FUND RHODE ISLAND LABORERS ANNUITY FUND | CRANSTON, RI | Other NONE | 9,169 | $195.5M | $116K |
| LABORERS' DISTRICT COUNCIL HEAVY & HIGHWAY HEALTH & WELFARE FUND LABORERS' DISTRICT COUNCIL HEAVY & HIGHWAY HEALTH & WELFARE FUND | PHILADELPHIA, PA | Other | 2,834 | $184.0M | $53K |
| LABORERS' DISTRICT COUNCIL BUILDING & CONSTRUCTION HEALTH & WELFARE FU LABORERS' DISTRICT COUNCIL BUILDING & CONSTRUCTION HEALTH & WELFARE FUND | PHILADELPHIA, PA | Other NONE | 2,350 | $178.7M | $41K |
| IBEW LOCAL UNION NO. 99 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 ANNUITY PLAN | CRANSTON, RI | Other OTHER | 1,244 | $178.7M | $10K |
| JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD IND EMPLOYEES SECURITY FUND OF THE ELEC IND PENSION PLAN | FLUSHING, NY | Other NONE | 1,525 | $154.5M | $98K |
| BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES, FL | Other NONE | 5,190 | $154.0M | $35K |
| JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD IND EMPLOYEES SECURITY FUND OF THE ELEC IND PENSION PLAN | FLUSHING, NY | Other NONE | 1,505 | $147.6M | $215K |
| JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD IND EMPLOYEES SECURITY FUND OF THE ELEC IND PENSION PLAN | FLUSHING, NY | Other NONE | 1,475 | $146.7M | $231K |
| BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | SALT LAKE CITY, UT | Other NONE | 6,154 | $136.1M | $93K |
| BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN IRONWORKERS LOCAL #16 PENSION PLAN | MERCER ISLAND, WA | Other NONE | 110 | $129.3M | $38K |
| BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | SALT LAKE CITY, UT | Other NONE | 5,806 | $127.5M | $92K |
| BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLAN IRONWORKERS LOCAL #16 PENSION PLAN | MERCER ISLAND, WA | Other NONE | 112 | $126.7M | $7K |
| BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLAN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 RETIREMENT PLAN | WALLINGFORD, CT | Other NONE | 696 | $101.4M | $31K |
| BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLAN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 RETIREMENT PLAN | WALLINGFORD, CT | Other NONE | 656 | $89.3M | $54K |
| TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN FLORIDA UBC SUPPLEMENTAL PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 6,292 | $82.9M | $36K |
| TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN FLORIDA UBC SUPPLEMENTAL PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 6,111 | $75.8M | $28K |
| PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES | PHILADELPHIA, PA | Other NONE | 1,951 | $67.3M | $16K |
| BOARD OF TRUSTEES IRONWORKERS LOCAL #16 PENSION FUND IRONWORKERS LOCAL #16 PENSION PLAN | MERCER ISLAND, WA | Other NONE | 117 | $64.6M | $47K |
| PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEES | PHILADELPHIA, PA | Other NONE | 1,808 | $62.9M | $16K |
| BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW PENSION FUND LOCAL 96-IBEW | WALLINGFORD, CT | Other NONE | 292 | $62.2M | $31K |
| BOARD OF TRUSTEES-PENSION FUND LOCAL 96-IBEW PENSION FUND LOCAL 96-IBEW | WALLINGFORD, CT | Other NONE | 274 | $58.9M | $43K |
| WHSE EMPLOYEES UNION LOCAL 169 WHSE EMPLOYEES UNION LOCAL 169 AND EMPLOYERS JOINT PENSION FUND | ELKINS PARK, PA | Other NONE | 328 | $47.4M | $27K |
| PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND | MOLINE, IL | Other NONE | 1,094 | $46.0M | $20K |
| PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND | MOLINE, IL | Other NONE | 1,044 | $44.7M | $22K |
| PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND UNITED ASSOCIATION LOCAL UNION NO. 322 HEALTH & WELFARE FUND | HAMMONTON, NJ | Other NONE | 579 | $32.2M | $59K |
| PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND UNITED ASSOCIATION LOCAL UNION NO. 322 HEALTH & WELFARE FUND | HAMMONTON, NJ | Other NONE | 557 | $27.7M | $50K |
| EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT EMPLOYER LOCAL NO. 375 PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 0 | $22.2M | $15K |
| EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT EMPLOYER LOCAL NO. 375 PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 0 | $21.5M | $13K |
| TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN FLORIDA CARPENTERS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | — | $0 | $81K |