Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations
Sponsored by Bd Trustees Ret And Pension Plan For Officers And · EIN 510167964 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 41
- 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 |
|---|---|---|
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nycdcc Welfare Fund | Recordkeeping, Direct payment from the plan | $152,318 |
| Morgan Stanley Graystone | Investment advisory (plan), Investment management fees (direct) | $75,000 |
| Tcw Asset Management Company Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $62,522 |
| First Actuarial Consulting Inc | Actuarial, Direct payment from the plan | $60,700 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $42,496 |
| Hudson Edge Investment Partners Inc | Investment management, Investment management fees (direct) | $40,732 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $30,000 |
| Segall Bryant & Hamill Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $29,506 |
| Archer, Byington, Glennon, & Lennon | Legal, Direct payment from the plan | $24,000 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct), Other investment fees and expenses | $22,972 |
| Bony Mellon | Custodial (securities), Direct payment from the plan | $19,056 |
| Amalgamated Bank | Investment management, Investment management fees (direct) | $9,954 |
| Proxyvote Plus Llc | Other services, Direct payment from the plan | $6,000 |
| Newtower Trust Company | Trustee (institutional), Investment management, Investment management fees (indirect) | $0 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |