Local 807 Profit Sharing Plan
Sponsored by Board Of Trustees Local 807 Profit Sharing Plan · EIN 112532544 · Plan #001
- Total assets
- $67.3M
- Net assets
- $67.3M
- Active participants
- 1,818
- With balances
- 1,800
Plan year beginning 09/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | 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 | $82,212 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $75,833 |
| David W. New, P.C. | Legal, Direct payment from the plan | $62,877 |
| Friedman & Anspach | Legal, Direct payment from the plan | $31,246 |
| The Segal Co (Eastern States), Inc. | Actuarial, Insurance agents and brokers, Direct payment from the plan | $11,000 |
| Premier Technology Solutions Inc | Consulting (general), Direct payment from the plan | $8,659 |
| Mr. Microchip Software Center Inc | Consulting (general), Direct payment from the plan | $7,578 |
| Melamud, Irima | Accounting, Direct payment from the plan | $7,469 |