U.A. Local 467 Defined Benefit Plan
Sponsored by Board Of Trustees, U.A. Local 467 Pension Trust · EIN 942353807 · Plan #005
- Total assets
- $859M
- Net assets
- $859M
- Active participants
- 889
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| New Century Partners CRD 110350 | deterministic · 100% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Century Partners | Investment management, Investment management fees (direct) | $1,335,972 |
| United Administrative Services | Contract administrator, Direct payment from the plan | $144,123 |
| Nwps | Actuarial, Direct payment from the plan | $102,000 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $101,984 |
| Whitestar Advisors, Llc | Investment management, Investment management fees (direct) | $101,000 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $20,886 |
| Union Data Systems Inc | Other services, Direct payment from the plan | $18,428 |
| Ua Lo 467 | Plan administrator, Direct payment from the plan | $18,032 |
| Smart Source Critical Communication | Copying and duplicating, Direct payment from the plan | $10,614 |