Local 840 I. B. Of T. Pension Fund
Sponsored by Board Of Trustees Of Local 840 I. B. Of T. Pension Fund · EIN 136304568 · Plan #001 · Brooklyn, NY
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 168
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Teamster Fund | Contract administrator, Direct payment from the plan | $83,979 |
| O'sullivan Associates Inc. | Actuarial, Direct payment from the plan | $38,550 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $35,500 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $31,055 |
| Innovative Software Solutions, Inc. | Other services, Direct payment from the plan | $10,425 |
| Cary Kane Llp | Legal, Direct payment from the plan | $9,360 |
| Automatic Data Processing | Other services, Direct payment from the plan | $6,804 |