Pension And Annuity Plan Of The Bricklayers Pension Fund
Sponsored by Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund · EIN 516135291 · Plan #001
- Total assets
- $267M
- Net assets
- $264M
- Active participants
- 917
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 97% | 2024 |
| Voya Investment Management Co. Llc CRD 106494 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J. Cano | Employee (plan), Direct payment from the plan | $157,285 |
| P. Smyth | Employee (plan), Direct payment from the plan | $153,262 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $110,645 |
| R. Santoro Navarro | Employee (plan), Direct payment from the plan | $101,604 |
| V. Lettman | Employee (plan), Direct payment from the plan | $89,301 |
| I. Weitz | Employee (plan), Direct payment from the plan | $84,550 |
| A. Garcia | Employee (plan), Direct payment from the plan | $80,292 |
| The Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $73,000 |
| Quanvest Consultants | Investment advisory (plan), Investment management fees (direct) | $72,552 |
| P. Esposito | Employee (plan), Direct payment from the plan | $71,540 |
| L. Pesiri | Employee (plan), Direct payment from the plan | $71,073 |
| A. Stokes | Employee (plan), Direct payment from the plan | $67,191 |
| Doar Rieck Devita Kaley & Mack | Legal, Direct payment from the plan | $54,249 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $53,644 |
| Fuiman Mogila Llp | Legal, Direct payment from the plan | $50,814 |
| Y. Feliciano | Employee (plan), Direct payment from the plan | $48,045 |
| A. Turowska | Employee (plan), Direct payment from the plan | $47,298 |
| K. Cabrera | Employee (plan), Direct payment from the plan | $46,277 |
| J. Desario | Employee (plan), Direct payment from the plan | $42,762 |
| Jpmorgan Chase Bank N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $35,827 |
| Voya Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $35,641 |
| Cunningham & Cunningham Llp | Legal, Direct payment from the plan | $29,708 |
| Data Surge Solutions Of Ny Inc | Recordkeeping, Direct payment from the plan | $27,509 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $16,167 |