Pension Plan Of Local 464 A
Sponsored by Pension Plan Of Local 464 A · EIN 226051600 · Plan #001 · Little Falls, NJ
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 7,332
- 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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Bank | Investment advisory (plan) | $1,467,560 |
| Stacey Braun Associates, Inc. | Investment management fees (direct) | $1,220,769 |
| Merrill Lynch Pierce Fenner & Smith | Custodial (other), Investment management, Securities brokerage | $567,306 |
| Pnc Bank ,N.A. | Custodial (securities) | $140,439 |
| Murphy Anderson Pllc | Legal | $131,932 |
| Health Plan Systems, Inc. | Other services | $109,257 |
| Rosenberg Rich Baker Berman | Accounting | $75,830 |
| Vincent Piscitelli | Employee (plan) | $70,265 |
| Umberto Mariconda | Employee (plan) | $69,676 |
| Richard Melber | Employee (plan) | $63,650 |
| Savasta & Co | Actuarial | $60,024 |
| Dina Altonjy | Employee (plan) | $34,332 |
| Joseph Jewell | Employee (plan) | $28,636 |
| Wells Fargo Bank | Trustee (institutional) | $23,030 |
| Patricia Sabatini | $17,447 | |
| Diane Botta | Accounting | $16,425 |
| Stokes Investment Consulting Llc | Investment management | $9,400 |