Bac Local 5 New York Annuity Plan
Sponsored by Bac Local 5 New York Annuity Plan · EIN 237107109 · Plan #002
- Total assets
- $25.4M
- Net assets
- $25.2M
- Active participants
- 1,324
- With balances
- 1,723
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Investment advisory (plan) | $58,929 |
| Pension And Annuity Plan Of Bpf | Plan administrator | $34,153 |
| Pimco | Investment management | $32,970 |
| Teal, Becker, & Chiaramonte Cpas Pc | Accounting | $23,000 |
| Robeco/Boston Partners | Investment management | $19,654 |
| Tcw Group | Investment management | $17,146 |
| Schultheis & Panettieri Llp | Recordkeeping | $10,761 |
| Barnes, Iaccarino & Shepherd, Llp | Legal | $9,108 |
| The Segal Company (Eastern States), | Actuarial | $5,763 |