Transit Employees Retirement Plan
Sponsored by Pioneer Valley Transit Authority · EIN 042562370 · Plan #003
- Total assets
- $25.1M
- Net assets
- $25.0M
- Active participants
- 62
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Boston Trust Company | Investment management | $137,495 |
| Odyssey Advisors | Actuarial | $16,250 |
| Meyers Brothers Kalicka, P.C. | Accounting | $10,800 |