I.A.T.S.E. Local 3 Pension Plan
Sponsored by I.A.T.S.E. Local 3 Pension Plan · EIN 256073053 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 90
- 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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cw Breitsman Associates Llc | Contract administrator | $52,685 |
| Xpyria | Investment management | $34,976 |
| Cowden Associates | Actuarial | $23,021 |
| Meyer Unkovic & Scott Llp | Legal | $14,871 |
| Cerity Partners | Investment management | $11,774 |
| Cypher & Cypher Cpa's | Accounting | $6,800 |