Local No. 1 Pension Trust Fund
Sponsored by Trustees Of Local 1 Pension Fund · EIN 516055057 · Plan #001
- Total assets
- $346M
- Net assets
- $346M
- Active participants
- 3,874
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Contract administrator | $511,800 |
| Kayne Anderson Rudnick | Investment management, Soft dollars commissions | $242,588 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $126,666 |
| Laner Muchin, Ltd. | Legal | $123,536 |
| Segal Marco Advisors | Investment advisory (plan) | $90,900 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $84,893 |
| Cheiron, Inc. | Actuarial | $71,863 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Investment management fees (direct) | $48,613 |
| Asher, Gittler & D'alba Ltd | Legal | $41,068 |
| Prudential Investments | Investment management, Investment management fees (indirect) | $36,607 |
| Bny Mellon | Custodial (securities), Investment management, Investment management fees (indirect) | $10,974 |
| Amalgamated | Investment management, Investment management fees (direct), Investment management fees (indirect) | $10,000 |