Local 837 Pension Plan
Sponsored by Local 837 Pension Plan Board Of Trustees · EIN 236527213 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.4M
- Active participants
- 84
- 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 |
|---|---|---|
| Old Glory Asset Management Llc CRD 126013 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old Glory Asset Management | Investment advisory (plan), Investment management fees (direct) | $62,822 |
| John Dulczak | Employee (plan), Direct payment from the plan | $52,854 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $50,132 |
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $40,000 |
| Td Wealth Management | Custodial (securities), Trustee (institutional), Direct payment from the plan | $25,510 |
| Sentinel Real Estate Corporation | Investment advisory (plan), Investment management fees (direct) | $22,355 |
| Beacon Administrators & Consultants | Contract administrator, Direct payment from the plan | $17,390 |
| Atalanta Sosnoff Capital | Investment advisory (plan), Investment management fees (direct) | $17,240 |
| The Philadelphia Trust Co. | Investment advisory (plan), Investment management fees (direct) | $17,022 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $15,005 |