Gastronomical Workers Union Local 610 And Metropolitan Association Pension Fund
Sponsored by Board Of Trustees, Gastronomical Workers Lc 610 & Mha Pension Fund · EIN 660308040 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.6M
- 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 |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Administrators | Direct payment from the plan | $113,274 |
| Segal Company | Direct payment from the plan, Consulting (pension) | $112,278 |
| Calibre Cpa | Accounting, Direct payment from the plan | $36,977 |
| Slevin & Hart | Legal, Direct payment from the plan | $33,709 |
| Sage Advisory Services | Investment advisory (plan), Direct payment from the plan | $30,850 |
| Morgan Stanley | Custodial (securities), Direct payment from the plan | $20,000 |
| Banco Popular | Custodial (other), Direct payment from the plan | $10,594 |
| New & Karfunkel, P.C. | Trustee (discretionary), Direct payment from the plan | $5,400 |