Local 734 Pension Fund
Sponsored by Board Of Trustees Local 734 Pension Fund · EIN 226174132 · Plan #002
- Total assets
- $50.4M
- Net assets
- $48.2M
- Active participants
- 32
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company (Eastern States) | Actuarial, Consulting (pension), Direct payment from the plan | $229,498 |
| Morgan Stanley Graystone | Investment advisory (plan), Investment management fees (direct) | $91,694 |
| Kroll Heineman Ptasiewicz & Parsons | Legal, Direct payment from the plan | $60,000 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $49,700 |
| Lord Abbett & Co., Llc | Investment management, Investment management fees (direct) | $45,771 |
| Bridgeway Benefit Technologies, Llc | Other services, Direct payment from the plan | $41,554 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $35,565 |
| Atalanta Sosnoff Capital, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $22,822 |
| H&H Graphic Printing Communications | Copying and duplicating, Direct payment from the plan | $18,375 |
| Ronald Bergamini | Trustee (individual), Direct payment from the plan | $9,000 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |