AUMdb

Local 377 Pension Fund

Sponsored by Joint Board Of Trustees Of Local 377 Pension Fund · EIN 136177810 · Plan #001

Total assets
$23.7M
Net assets
$23.7M
Active participants
435
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ubs Investment advisory (plan), Custodial (securities), Investment management fees (direct) $120,313
Rothman Rocco Laruffa Llp Legal, Direct payment from the plan $45,666
Castiglia, Llp Accounting, Recordkeeping, Direct payment from the plan $32,000
First Actuarial Consulting Team Actuarial, Direct payment from the plan $31,950
Syntonic Systems, Inc. Recordkeeping, Direct payment from the plan $10,150