Westchester Heavy Construction Laborers Local 60 Pension Fund
Sponsored by Board Of Trustees Local 60 Pension Fund · EIN 131962287 · Plan #001 · Hawthorne, NY
- Total assets
- $342M
- Net assets
- $341M
- Active participants
- 1,006
- 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 |
|---|---|---|
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlanta Sosnoff Capital, Llc. | Investment management, Investment management fees (direct) | $340,350 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $242,145 |
| Tocqueville Asset Management Lp | Investment management, Investment management fees (direct) | $220,523 |
| Hudson Edge Investment Partners Inc | Investment management, Investment management fees (direct) | $179,617 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct), Consulting fees | $90,000 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $82,664 |
| M&T Bank Inst'l Retirement Services | Custodial (securities), Investment management fees (direct) | $74,496 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $62,753 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $58,000 |
| Cohen & Steers C/O Merrill Lynch | Investment management, Investment management fees (direct) | $36,253 |
| Christine Costa | Plan administrator, Direct payment from the plan | $25,550 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $20,210 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $17,713 |
| Tpa Corporation | Consulting (general), Direct payment from the plan, Consulting fees | $9,450 |