United Plant & Production Workers Local 175 Pension Fund
Sponsored by Board Of Trustees Of United Plant Production Workers L175 Pension Fd · EIN 203143185 · Plan #001
- Total assets
- $117M
- Net assets
- $116M
- Active participants
- 354
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff | Investment management | $314,594 |
| Saj Consultants Inc | Consulting fees, Direct payment from the plan | $255,846 |
| Anthony Franco | Employee (plan) | $109,744 |
| Us Real Estate Investment Fund Llc | Investment management | $90,468 |
| Rothman Rocco & Laruffa Llp | Legal | $45,946 |
| Michele Zunno | Employee (plan) | $30,889 |
| Dickenson Group Llc | Actuarial, Direct payment from the plan | $25,000 |
| Reynolds & Reynolds | Direct payment from the plan, Investment management | $24,075 |
| Marie Mossa | Employee (plan) | $21,720 |
| Robert Allgier Cpa | Direct payment from the plan, Accounting | $21,130 |
| M&T Invest Serv Wilmington Trust | Investment management | $16,894 |
| Mario Briceno | Employee (plan) | $16,346 |
| Anna Mottola | Employee (plan) | $15,474 |
| Chaiken & Chaiken | Direct payment from the plan, Legal | $10,150 |
| Carol Nagy | Employee (plan) | $9,137 |
| Jennifer Smith Pllc | Legal | $8,365 |
| Andrea Briceno | Employee (plan) | $7,769 |