AUMdb

Local 1102 Retirement Trust

Sponsored by Local 1102 Retirement Trust · EIN 131847329 · Plan #001 · Woodbury, NY

Total assets
$41.9M
Net assets
$41.9M
Active participants
91
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
Hudson Canyon Capital Management, Llc CRD 286437 fuzzy_auto · 96% 2024
Dahab Associates Inc CRD 108356 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Local 1102 Rwdsu Other services, Direct payment from the plan $207,852
Hudson Canyon Capital Mgmt Llc Investment management, Investment management fees (direct) $133,113
Silvan L Salmon Employee (plan), Direct payment from the plan $111,350
Kristy L Scholfield Employee (plan), Direct payment from the plan $80,171
Doreen Douglas Employee (plan), Direct payment from the plan $72,614
Rothman, Rocco, Laruffa Llp Legal, Direct payment from the plan $69,606
Toni Giannone Employee (plan), Direct payment from the plan $69,509
Melissa Bilello Employee (plan), Direct payment from the plan $68,152
Lisa A Shepherd Employee (plan), Direct payment from the plan $67,327
Jorge Gomez Employee (plan), Direct payment from the plan $65,475
Patricia M Trimble Employee (plan), Direct payment from the plan $65,323
Marie L Dueno Employee (plan), Direct payment from the plan $64,315
Kathy M Carbone Employee (plan), Direct payment from the plan $63,009
Shelcy Portillo Employee (plan), Direct payment from the plan $60,639
First Actuarial Consulting, Inc Actuarial, Direct payment from the plan $57,500
Deena W Granowetter Employee (plan), Direct payment from the plan $57,329
Josselyn R Machuca Employee (plan), Direct payment from the plan $54,644
Tiffany D Middleton Employee (plan), Direct payment from the plan $54,556
Amy Cicio Employee (plan), Direct payment from the plan $51,569
Citrin Cooperman & Company, Llp Accounting, Direct payment from the plan $33,528
Brandon Vella Employee (plan), Direct payment from the plan $32,538
Dahab Associates Investment advisory (plan), Investment management fees (direct) $22,500
Bridgeway Benefit Technologies Recordkeeping, Direct payment from the plan $13,075