Local 888 Pension Fund
Sponsored by Board Of Trustees Local 888 Pension Fund · EIN 136367793 · Plan #001
- Total assets
- $46.3M
- Net assets
- $46.0M
- Active participants
- 42
- 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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company, Inc. | Actuarial, Direct payment from the plan | $167,973 |
| Rosalba Perez | Plan administrator, Direct payment from the plan | $131,820 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $121,955 |
| Jean Edy Joseph | Employee (plan), Direct payment from the plan | $61,158 |
| Yesenia Mares | Employee (plan), Direct payment from the plan | $53,571 |
| Nelsy Rodriguez | Employee (plan), Direct payment from the plan | $42,234 |
| Louvina Greenaway | Employee (plan), Direct payment from the plan | $32,693 |
| Nepc, Llc | Investment advisory (plan), Investment management fees (direct) | $32,318 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $28,838 |
| Lourdes Lanzot | Employee (plan), Direct payment from the plan | $28,268 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $28,072 |
| Tpa Corporation | Consulting (general), Direct payment from the plan | $24,000 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $15,000 |
| Boston Trust Walden Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $4,602 |