Local 670 Pension Plan
Sponsored by Local 670 Pension Fund · EIN 136567359 · Plan #001
- Total assets
- $84.0M
- Net assets
- $83.7M
- Active participants
- 1,275
- 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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $142,436 |
| Katherine Velazquez | Employee (plan), Direct payment from the plan | $100,549 |
| Basil Castrovinci | Actuarial, Direct payment from the plan | $61,922 |
| Rothman Rocco And Laruffa | Legal, Direct payment from the plan | $49,764 |
| Maria Ortiz | Direct payment from the plan, Employee (plan) | $48,998 |
| Castiglia, Llp | Accounting, Recordkeeping, Direct payment from the plan | $48,618 |
| Lorraine Dixon | Employee (plan), Direct payment from the plan | $45,203 |
| Iris Conde | Employee (plan), Direct payment from the plan | $44,966 |
| Movita Stone | Employee (plan), Direct payment from the plan | $38,398 |
| Kenny Rojas | Employee (plan), Direct payment from the plan | $30,920 |
| Mariner | Investment advisory (plan), Direct payment from the plan | $27,400 |
| Bradley & Parker Inc | Insurance agents and brokers, Direct payment from the plan | $18,309 |
| Syntonic Systems, Inc. | Recordkeeping, Direct payment from the plan | $10,400 |