Local 553 Deferred Compensation Fund
Sponsored by Board Of Trustees Of Local 553 Deferred Compensation Fund · EIN 132977211 · Plan #001 · New York, NY
- Total assets
- $45.6M
- Net assets
- $45.3M
- Active participants
- 323
- With balances
- 488
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Crescent Capital High Income Fund | Investment management, Investment management fees (direct) | $140,537 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $59,156 |
| Friedman And Anspach | Legal, Direct payment from the plan | $32,140 |
| Kathy Pettinato | Employee (plan) | $27,442 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $25,000 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $12,000 |
| Us Bank N.A. | Custodial (securities), Direct payment from the plan | $7,707 |
| The Segal Company (Eastern States) | Consulting (general), Direct payment from the plan | $5,000 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $5,000 |