United Association Local 7 Pension Plan
Sponsored by United Association Local 7 Pension Plan · EIN 912055384 · Plan #001
- Total assets
- $281M
- Net assets
- $281M
- Active participants
- 842
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| New Century Advisors, Llc CRD 122478 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
| Mpc Capital Advisors, Llc CRD 153586 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Century Advisors Llc | Investment management | $259,475 |
| Silvercrest Asset Management Group, | Investment management | $154,172 |
| Oaktree Senior Loan Fund | Investment management | $113,358 |
| Income Research & Management | $74,209 | |
| Mpc Capital Advisors Llc | Investment advisory (plan) | $62,722 |
| Westwood Trust | Investment management, Soft dollars commissions | $56,890 |
| Bolton Partners Northeast, Inc. | Actuarial | $53,150 |
| Blitman & King | Legal | $45,703 |
| Mengel, Metzger, Barr, And Co., Llp | Accounting | $37,050 |
| Ryan Heimroth | Plan administrator | $31,489 |