Local No. 863 Pension Plan
Sponsored by Local No. 863 Pension Plan · EIN 221598194 · Plan #001 · Mountainside, NJ
- Total assets
- $366M
- Net assets
- $366M
- Active participants
- 7
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Bank | Trustee (institutional), Recordkeeping, Investment advisory (plan) | $326,135 |
| Janney Montgomery Scott Llc | Investment management | $190,718 |
| The Segal Company | Actuarial | $146,233 |
| Bederson Llp | Accounting | $85,922 |
| Morgan Stanley Wealth Management | $65,000 | |
| Ken Nowak, Esq | Legal | $24,000 |