Pension Plan Private Sanitation Union Local 813 Ibt
Sponsored by Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 I · EIN 131975659 · Plan #001 · Long Island City, NY
- Total assets
- $279M
- Net assets
- $279M
- Active participants
- 490
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal, Direct payment from the plan | $697,922 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $62,163 |
| Andrew Anderson | Employee (plan), Direct payment from the plan | $61,431 |
| Shanae Johnson | Employee (plan), Direct payment from the plan | $61,121 |
| Quan Vest Consultants, Inc. | Investment advisory (plan), Direct payment from the plan | $51,181 |
| The Bank Of New York Mellon | Float revenue, Other investment fees and expenses, Other fees | $50,235 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $47,872 |
| Dominick Giglio | Employee (plan), Direct payment from the plan | $41,991 |
| Tocqueville Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $39,292 |
| C And S Consulting | Trustee (individual), Direct payment from the plan | $38,400 |
| Counsel Advisors, Inc. | Trustee (individual), Direct payment from the plan | $38,400 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $37,967 |
| Carol A. Franklin | Employee (plan), Direct payment from the plan | $31,772 |
| Elzbieta Priola | Employee (plan), Direct payment from the plan | $28,582 |
| Hssh Consulting, Inc. | Consulting (general), Direct payment from the plan | $27,072 |
| Allspring Global Investments | Investment management, Investment management fees (direct) | $25,267 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |