Upstate New York Bakery Drivers And Industry Pension Fund
Sponsored by Trustees Of The Upstate New York Bakery Drivers And Industry Pension F · EIN 150612437 · Plan #001 · Syracuse, NY
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 555
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nys Teamsters Pension & Retirement | Plan administrator | $104,682 |
| Shawn D. Meyers | Employee (plan) | $88,255 |
| Investment Performance Services, Ll | Investment advisory (plan) | $80,000 |
| O'sullivan Associates | Actuarial | $66,350 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $62,626 |
| Joseph Mccarthy & Associates | Other services | $55,171 |
| Teal,Becker & Chiaramonte Cpas Pc | Accounting | $47,500 |
| Wedge Capital Management Llp | Soft dollars commissions, Investment management fees (direct) | $41,881 |
| Bisceglie & Demarco, Llc | Legal | $41,073 |
| Jpmorgan Chase Bank | Investment management, Investment advisory (plan), Direct payment from the plan | $31,473 |
| U.S. Bank National Association | Other fees | $20,859 |
| Chartwell Investment Partners, Llc | Investment management, Investment management fees (direct) | $18,477 |
| Hamilton Lane Advisors | Investment management fees (indirect) | $0 |