H.F.I.A.W. Local No. 32 Pension Trust Fund
Sponsored by Board Of Trustees H.F.I.A.W. Local No.32 Pension Trust Fund · EIN 221715513 · Plan #001
- Total assets
- $90.3M
- Net assets
- $90.2M
- Active participants
- 202
- 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 |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Banner Ridge Partners, Lp CRD 304928 | fuzzy_auto · 93% | 2024 |
| Wakefield Asset Management, Lllp CRD 143720 | fuzzy_auto · 99% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Basil Castrovinci Assoc | Actuarial, Contract administrator, Direct payment from the plan | $197,678 |
| Gamco | Investment management, Investment management fees (direct) | $127,229 |
| Atalanta Sosnoff | Investment management, Investment management fees (direct) | $90,550 |
| Johnston Asset Management | Investment management fees (direct) | $74,113 |
| Banner Ridge | Investment management, Investment management fees (indirect) | $60,000 |
| Wakefield Asset Management | Investment management, Investment management fees (direct) | $46,569 |
| Rbc Wealth Management | Investment advisory (plan), Investment management fees (direct) | $42,095 |
| Siguler Guff Advisors | Investment management, Investment management fees (indirect) | $37,756 |
| Mets Schiro & Mcgovern | Legal, Direct payment from the plan | $36,041 |
| Md Sass | Investment management, Investment management fees (direct) | $33,723 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $31,612 |