Local 786 I.B. Of T. Severance Trust Fund
Sponsored by Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund · EIN 363319994 · Plan #101
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 1,164
- With balances
- 1,164
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgeway Benefit Technologies | Recordkeeping | $53,788 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $43,603 |
| Mary Ceretto | Employee (plan) | $42,082 |
| Christine Uson | Employee (plan) | $38,267 |
| Jeffrey Hoff | Employee (plan) | $36,064 |
| The Northern Trust Co | Custodial (securities), Investment management fees (direct), Named fiduciary | $34,385 |
| Rosanne Lacalamita | Employee (plan) | $32,867 |
| Tracy Vari | Employee (plan) | $30,545 |
| Mercer | Investment advisory (plan) | $28,886 |
| Riverbridge Partners, Llc | Investment management, Investment management fees (indirect), Soft dollars commissions | $16,715 |
| Prudential Trust Co. | Investment management, Investment management fees (indirect), Float revenue | $12,949 |
| Vitech Systems Group, Inc | Consulting (general) | $12,386 |
| La Salle Consulting Partners Inc | Consulting (general) | $9,944 |
| Laner Muchin | Legal | $9,545 |
| Silvercrest Asset Management Group | Investment management, Investment management fees (indirect), Soft dollars commissions | $8,654 |
| Burke, Burns, And Pinelli | Legal | $5,063 |