Local 305 Cio Pension Fund
Sponsored by Joint Board Of Trustees Local 305 Cio Pe · EIN 132864446 · Plan #001
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 2
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Friedman & Anspach | Legal, Direct payment from the plan | $66,021 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $52,000 |
| Summit Actuarial Services, Llc | Actuarial, Direct payment from the plan | $26,625 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Direct payment from the plan | $25,005 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $25,000 |
| Amalgamated Bank | Custodial (securities), Investment management, Investment management fees (indirect) | $408 |