Elevator Division Retirement Benefit Plan
Sponsored by Board Of Trustees Elevator Division Retirement Plan · EIN 133523453 · Plan #001 · Long Island City, NY
- Total assets
- $259M
- Net assets
- $258M
- Active participants
- 1,618
- With balances
- 0
Plan year beginning 11/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 99% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 98% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Bny Mellon Securities Corporation CRD 231 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Karen Campbell | Employee (plan) | $198,109 |
| Ullico Infrastructure Taxexempt Fu | Investment advisory (plan) | $154,218 |
| Grassi & Co., Cpa's, P.C. | Accounting | $142,069 |
| Segal & Co. | Actuarial | $136,753 |
| Loomis Sayles & Company, L.P. | Investment management | $135,552 |
| Rbc Global Asset Management Inc. | Investment advisory (plan) | $85,687 |
| Archer, Byington, Glennon & Levine | Legal | $50,700 |
| Columbia Threadneedle Investments | Investment advisory (plan) | $47,074 |
| Susannah Ifill Willis | Employee (plan) | $46,986 |
| Reynolds Securities | Investment advisory (plan) | $45,625 |
| Von Williams | Employee (plan) | $27,384 |
| Whitestar Advisors, Llc | Investment advisory (plan) | $25,000 |
| Bny Mellon Securities Corporation | Investment advisory (plan) | $11,408 |
| Lindabury, Mccormick, Estabrook & C | Legal | $9,558 |
| Cca Longevity | Investment advisory (plan) | $8,906 |
| Calfee, Halter & Griswold Llp | Legal | $6,880 |
| Amalgamated Bank Of Ny | Custodial (securities) | $5,250 |