Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1 D Pension Fund
Sponsored by Bd Of Trustees Retirement Plan Of Wldw Union Local 1 D · EIN 510164380 · Plan #001 · Brooklyn, NY
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 737
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $84,949 |
| Milliman, Inc | Actuarial | $65,163 |
| Weaver & Tidwell, Llp | Accounting | $45,400 |
| Zazzali, P.C. | Legal | $37,209 |
| Northern Trust | Investment management | $13,103 |