AUMdb

Central New York Laborers' Annuity Fund

Sponsored by Central New York Laborers' Annuity Fund Board Of Trustees · EIN 161229376 · Plan #002

Total assets
$18.4M
Net assets
$18.3M
Active participants
337
With balances
849

Plan year beginning 07/01/2024 · Profit-sharing

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Sei Investment management, Investment management fees (direct) $53,465
Jennifer Martell Employee (plan), Direct payment from the plan $31,652
Renee Sager Employee (plan), Direct payment from the plan $30,523
Blitman & King, Llp Legal, Direct payment from the plan $23,540
Dermody, Burke & Brown, Cpas, Llc Accounting, Direct payment from the plan $16,735
Tobie Weiland Employee (plan), Direct payment from the plan $15,672
Joseph W. Mccarthy & Associates Accounting, Direct payment from the plan $9,821
Melanie Costello Employee (plan), Direct payment from the plan $9,739
Upstate Advisors Group Consulting (general), Direct payment from the plan $7,300