Local 1158 Ibew Afl Cio Pension Fund
Sponsored by Local 1158 Pension Fund · EIN 222021330 · Plan #001 · Clifton, NJ
- Total assets
- $16.5M
- Net assets
- $16.4M
- Active participants
- 268
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Michael Tortorelli | Employee (plan) | $91,883 |
| The Segal Company | Actuarial | $82,461 |
| Christine Fawcett | Employee (plan) | $67,461 |
| George Serio | Employee (plan) | $66,335 |
| Joseph P. Calabro | Plan administrator | $60,403 |
| Morgan Stanley Smith Barney | Investment management | $49,699 |
| Rosenberg Rich Baker Berman | Accounting | $49,350 |
| Advanced Hvac Services | Other fees | $33,843 |
| Carella Byrne | Legal | $26,645 |
| Donna Cerniglia | Employee (plan) | $22,142 |
| Bruzzi Landscaping | Other fees | $10,646 |