Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan
Sponsored by The Trustee Of The Carpenters Industrial Council Of Eastern · EIN 231729633 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 0
- 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 |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slevin & Hart, P.C. | Direct payment from the plan, Legal | $91,678 |
| First Actuarial Consulting, Inc. | Actuarial, Direct payment from the plan | $82,269 |
| Cohen, Weiss And Simon Llp | Direct payment from the plan, Trustee (individual), Trustee (discretionary) | $55,429 |
| Ie Shaffer & Co. | Direct payment from the plan, Plan administrator | $51,950 |
| Atalanta Sosnoff Capital Llc | Direct payment from the plan, Investment management | $28,690 |
| L.M. Henderson & Company, Llp | Accounting, Direct payment from the plan | $17,161 |