Pointers, Cleaners, & Caulkers Pension Fund
Sponsored by Board Of Trustees Of Pointers, · EIN 133208565 · Plan #001
- Total assets
- $412M
- Net assets
- $403M
- Active participants
- 1,591
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff | Investment management | $317,599 |
| Holm & Ohara | Legal | $266,606 |
| Kobgo Associates, Inc. | Accounting | $178,600 |
| James Tierney | Employee (plan) | $166,214 |
| Carole Pesiri | Employee (plan) | $145,565 |
| Asb Capital Management | Trustee (individual), Trustee (institutional), Investment management | $144,641 |
| Andrew Brew | Employee (plan) | $134,710 |
| Bj Deonarain | Employee (plan) | $127,393 |
| Bridgeway Benefit Technologies | Recordkeeping | $121,786 |
| Rothberg, Straus & Contrubis Llp | Legal | $117,750 |
| Philip Oconnell | Employee (plan) | $110,010 |
| Gould, Kobrick, & Schlapp, P.C. | Accounting | $88,680 |
| Kinnari Ramolia | Employee (plan) | $83,281 |
| Quanvest Consultant | Investment advisory (plan) | $80,022 |
| Invesco National Trust Company | Investment management | $79,407 |
| Olena Sidenko | Employee (plan) | $66,676 |
| Theresa Grillo | Employee (plan) | $65,415 |
| Lynn Cerino | Employee (plan) | $63,098 |
| The Segal Company | Actuarial, Consulting (pension) | $58,705 |
| Nina Firrincili | Employee (plan) | $56,838 |
| Herminia Gonzalez | Employee (plan) | $49,798 |
| Sabrina Arteaga | Employee (plan) | $48,055 |
| Angela Torres | Employee (plan) | $47,362 |
| Comerica Bank | Custodial (securities) | $36,859 |
| Syntonic Systems Inc | Recordkeeping | $34,689 |
| Integrated Technology Systems Nyc | Recordkeeping | $34,476 |
| Afl Cio Housing Investment Trust | Investment management | $31,664 |
| F&N Cleaning Services Corp. | Other services | $30,880 |
| More Air Mechanical Service Inc. | Other services | $21,944 |
| The Berwyn Group, Llc | Recordkeeping, Other services | $19,813 |
| Adp, Inc. | Other services | $8,662 |
| Robert P. Brady Agency, Inc. | Insurance agents and brokers | $0 |