AUMdb

New York District Council Of Carpenters Annuity Fd

Sponsored by Board Of Trustees Of The Nydcc Annuity Fd · EIN 510174279 · Plan #001

Total assets
$3.7B
Net assets
$3.7B
Active participants
15,553
With balances
38,355

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schultheis & Panettieri Llp Accounting, Direct payment from the plan $87,288
Gallagher Fiduciary Advisors Llc Investment advisory (plan), Direct payment from the plan $71,026
Kauff Mcguire & Margolis Llp Legal, Direct payment from the plan $34,813
The Segal Company (Eastern States) Actuarial, Direct payment from the plan $8,195