AUMdb

The Nassau Companies Of New York Employee Pension Plan

Sponsored by The Nassau Companies Of New York · EIN 061599088 · Plan #001

Total assets
$487M
Net assets
$487M
Active participants
142
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
Capital Strategies, Inc. CRD 121704 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Eagle Point Investment management, Direct payment from the plan $1,171,000
Alight Solutions, Llc Recordkeeping, Direct payment from the plan, Other fees $386,000
State Street Bank & Trust Company Trustee (directed), Investment management, Direct payment from the plan $89,000
Capital Strategies Investment management, Direct payment from the plan $80,000
October Three Actuarial, Direct payment from the plan $54,000
Cohnreznick Llp Accounting, Direct payment from the plan $45,000
Agilis Partners Llc Consulting (pension), Direct payment from the plan $30,000