Local 803 Pension Fund
Sponsored by Board Of Trustees Of Local 803 Pension Fund · EIN 132851614 · Plan #001 · New York, NY
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 0
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Anita Simonelli | Employee (plan), Direct payment from the plan | $100,846 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $75,050 |
| Friedman & Anspach | Legal, Direct payment from the plan | $36,125 |
| First Actuarial Consulting Team | Actuarial, Direct payment from the plan | $26,000 |
| Lucy Geha | Accounting, Direct payment from the plan | $25,809 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $20,000 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $5,667 |