AUMdb

Paper Handlers' Publishers' Pension Fund

Sponsored by Board Of Trustees Of The Paper Handlers' Publishers' · EIN 136104795 · Plan #001

Total assets
$23.5M
Net assets
$23.3M
Active participants
0
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

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

Firm Match Plan year
Quan Vest Consultants Inc CRD 104714 deterministic · 100% 2024
Insight North America Llc CRD 145995 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proskauer Rose Llp Legal, Direct payment from the plan $202,879
Fuiman Mogila, Llp Legal, Direct payment from the plan $62,122
C & R Consulting, Inc. Plan administrator, Direct payment from the plan $40,500
First Actuarial Consulting Team Inc Actuarial, Direct payment from the plan $39,520
Quan Vest Consultants Inc Investment management, Investment management fees (direct) $30,996
Insight North America Llc Investment management, Investment management fees (direct) $23,879
Novak Francella Llc Accounting, Direct payment from the plan $20,501
Marshall & Moss Group Plan administrator, Direct payment from the plan $20,250
Amalgamated Bank Investment management, Investment management fees (direct) $11,760