Local 584 Pension Trust Fund
Sponsored by Board Of Trustees Of Local 584 Pension Trust Fund · EIN 516123679 · Plan #001 · New York, NY
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 315
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $277,865 |
| Friedman & Anspach | Legal, Direct payment from the plan | $214,769 |
| Savasta And Company, Inc. | Contract administrator, Plan administrator, Direct payment from the plan | $175,000 |
| The Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $88,044 |
| Us Bank, Na | Recordkeeping, Custodial (securities), Direct payment from the plan | $66,689 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $63,958 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $47,871 |
| Naness, Chaiet, Naness, Llc | Legal, Direct payment from the plan | $22,500 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |