Amalgamated Transit Workers Local 854 Pension Fund
Sponsored by Bd Of Trustees Amalgamated Transit Workers Local 854 Pension Fund · EIN 850774781 · Plan #001 · Valley Stream, NY
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 1,207
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mccarthy & Preece | Legal, Direct payment from the plan | $60,000 |
| Priscilla Farduchi | Recordkeeping, Direct payment from the plan | $51,464 |
| Joseph Giovinco | Plan administrator, Direct payment from the plan | $26,496 |
| Eastern States Joint Board | Other services, Direct payment from the plan | $26,461 |
| Weaver & Tidwell Llp | Accounting, Direct payment from the plan | $24,000 |
| Keystone 74 Benefits & Admin. Llc | Actuarial, Direct payment from the plan | $14,417 |
| Quan Vest Consultants, Inc. | Investment management, Investment management fees (direct) | $12,036 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan | $9,848 |
| Lawrence Fischer, Cpa | Accounting, Direct payment from the plan | $7,450 |