AUMdb

Buffalo Laborers Security Fund

Sponsored by Board Of Trustees Buffalo Laborers Security Fund · EIN 161605100 · Plan #001

Total assets
$42.0M
Net assets
$42.0M
Active participants
908
With balances
1,476

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln Retirement Services Company Investment management fees (direct), Recordkeeping fees $75,778
Proskauer Rose Llp Legal, Direct payment from the plan $34,226
Schultheis & Panettieri Llp Accounting, Direct payment from the plan $30,254
Lumsden & Mccormick, Llp Accounting, Direct payment from the plan $17,000
Joseph Mccarthy And Associates Accounting, Direct payment from the plan $13,817
Arcara Lenda Eusanio & Stacey, Cpa Accounting, Direct payment from the plan $12,140
Gorlick, Kravitz & Listhaus Pc Legal, Direct payment from the plan $11,773
Mariner Institutional Llc Investment advisory (plan), Investment management fees (direct) $8,500