Food & Beverage Workers Union Local 23 & Employers Pension Plan
Sponsored by The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P · EIN 521806724 · Plan #001
- Total assets
- $49.9M
- Net assets
- $49.9M
- Active participants
- 3,333
- With balances
- 5,902
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Withum, Smith, & Brown, Pc | Accounting, Direct payment from the plan | $91,098 |
| Southwest Service Administrators | Contract administrator, Direct payment from the plan | $84,868 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $39,000 |
| Mccracken Stemerman & Holsberry Llc | Legal, Direct payment from the plan | $27,834 |
| M&T Trust Company | Custodial (securities) | $25,899 |
| Segal Select Insurance Services Inc | Direct payment from the plan, Insurance brokerage commissions | $19,853 |
| Carday Associates, Inc. | Contract administrator, Direct payment from the plan | $7,578 |
| Letterstream | Copying and duplicating, Other services, Direct payment from the plan | $5,904 |