Adjustable Plan Of The National Retirement Fund
Sponsored by Bd Of Trustees Adjustable Plan Of The National Retirement Fund · EIN 136130178 · Plan #002
- Total assets
- $162M
- Net assets
- $161M
- Active participants
- 28,031
- 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 Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Employee Benefits Admin | Contract administrator, Direct payment from the plan | $2,438,000 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $269,934 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $179,962 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $94,000 |
| Legacy Plan Of The National Retirem | Other services, Direct payment from the plan | $84,649 |
| Hirtle, Callaghan & Company | Investment management fees (direct) | $68,135 |
| Aligraphics, A Division Of Aeba | Other services, Direct payment from the plan | $53,189 |
| Hardman Johnston Global Advisors | Investment management fees (direct) | $51,708 |
| Jpmorgan Chase Bank, National Assoc | Investment management fees (direct) | $46,042 |
| Mariner Institutional, Llc | Investment advisory (plan), Investment management fees (direct) | $37,500 |
| Amalgamated Life Insurance Company | Other services, Direct payment from the plan | $22,883 |
| Amalgamated Bank | Investment management fees (direct) | $6,223 |
| Virtual Benefits Administrators | Other services | $0 |
| Ss&C Technologies | Recordkeeping, Direct payment from the plan | $0 |
| Southern Regional Joint Board | Plan administrator, Direct payment from the plan | $0 |