Sports Arena Employees Local 137 Retirement Fund
Sponsored by Sports Arena Employees Local 137 Retirement Fund · EIN 226073053 · Plan #001
- Total assets
- $44.2M
- Net assets
- $41.8M
- 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 |
|---|---|---|
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Njbls Welfare Fund | Other services, Direct payment from the plan | $108,000 |
| Investment Performance Services | Consulting (general), Direct payment from the plan | $59,375 |
| Cbiz Retirement Plan Services | Actuarial, Direct payment from the plan | $53,350 |
| Cohen, Weiss & Simon Llp | Legal, Direct payment from the plan | $38,564 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $30,767 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $18,750 |
| Prudential Trust Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $9,978 |
| Wedge Capital Management | Investment management, Investment management fees (direct) | $5,505 |
| Wells Fargo Bank | Custodial (securities), Direct payment from the plan | $5,290 |