Local 810 Affliated Pension Plan
Sponsored by Board Of Trustees Of Local 810 Affiliated Pension Plan · EIN 116027518 · Plan #001 · Long Island City, NY
- Total assets
- $33.6M
- Net assets
- $33.2M
- Active participants
- 145
- 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Company (Eastern States), Inc | Actuarial, Consulting (pension) | $397,218 |
| Principal Enhanced Property Fund Lp | Custodial (securities), Investment management | $103,827 |
| Rosanna Furio | Employee (plan) | $76,677 |
| Weaver And Tidwell Llp | Accounting | $61,500 |
| Francesco Lirani | Employee (plan) | $43,110 |
| Reynolds Consulting Services, Llc | Investment advisory (plan) | $42,447 |
| Barnes, Iaccarino & Shepherd Llp | Legal | $39,600 |
| Proskauer Rose Llp | Legal | $39,000 |
| Stacey Braun Associates, Inc. | Investment management | $31,885 |
| Mark Torres | Employee (plan) | $24,875 |
| Roy Barnes, Esq, Pllc | Trustee (individual) | $20,406 |
| Kattia Santana | Employee (plan) | $20,349 |
| Stephen Garriques | Employee (plan) | $20,094 |
| Littler Mendelson, P.C. | Trustee (individual) | $20,000 |
| Columbia Management Investment Advi | Investment management | $18,224 |
| Fenimore Asset Management, Inc. | Investment management | $17,857 |
| Ullico Investment Advisors Inc | Custodial (securities), Investment management, Investment management fees (direct) | $15,522 |
| Loomis Sayles Trust Company | Investment management | $15,389 |
| Counsel Advisors Inc | Trustee (individual) | $15,010 |
| William Alexander | Employee (plan) | $12,852 |
| Eufemio Rodriguez | Employee (plan) | $11,587 |
| Gregory Holloman | Employee (plan) | $11,537 |
| Lorraine Buonacore | Employee (plan) | $11,323 |
| Wanda Lozano | Employee (plan) | $8,678 |
| Rebecca Brown | Employee (plan) | $8,574 |