Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division
Sponsored by Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio · EIN 366527340 · Plan #001
- Total assets
- $163M
- Net assets
- $162M
- Active participants
- 1,170
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keebeck Wealth Management | Investment management fees (direct) | $615,883 |
| Segal Consulting | Actuarial | $82,544 |
| Liquor Workers Local 3 | Other services | $67,735 |
| Nick Thompson | Investment advisory (plan) | $53,760 |
| James H. Duff | Plan administrator, Employee (plan) | $43,382 |
| Belmont Bank | Recordkeeping fees, Trustee (institutional) | $32,502 |
| Calibre Cpa Group, Pllc | Accounting | $30,101 |
| Mcgann Ketterman & Rioux | Legal | $18,652 |
| Professional Accounting Services, L | Accounting | $18,000 |
| Patrick Calihan | Legal | $16,800 |
| Signal Path Solutions | Other fees | $8,703 |
| Elite Administration And Insurance | Insurance agents and brokers | $0 |