Production Workers Pension Fund
Sponsored by Production Workers Pension Fund · EIN 131976397 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.6M
- Active participants
- 0
- 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 |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Bourbon Financial Management, Llc CRD 152178 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Littler Mendelson P.C. | Legal | $68,113 |
| Savasta & Company, Inc | Actuarial | $44,500 |
| Samuel Goldstein & Co., P.C. | Accounting | $37,500 |
| Lindabury,Mccormick,Estabrook & Coo | Trustee (individual) | $14,211 |
| Stacey Braun Associates, Inc | Investment management | $14,061 |
| Harding Loevner | Investment management | $13,716 |
| Boston Financial Management Llc | Investment management | $13,199 |
| Stulberg & Walsh, Llp | Trustee (individual) | $8,015 |