Upstate New York Engineers Pension Fund
Sponsored by Bd Of Trust Upstate New York Engineers Pension Fund · EIN 150614642 · Plan #001
- Total assets
- $455M
- Net assets
- $454M
- Active participants
- 2,462
- 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 |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 99% | 2024 |
| Jsd & Associates , Inc CRD 135107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investment Management Corp. | Trustee (institutional), Trustee (discretionary), Investment management | $1,415,059 |
| Joseph W. Mccarthy & Associates | Accounting, Direct payment from the plan | $109,724 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $105,781 |
| Blitman & King, Llp | Legal, Direct payment from the plan | $88,722 |
| Bolton Partners Ne, Inc. | Actuarial, Direct payment from the plan | $79,250 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $70,446 |
| Principal | Custodial (securities), Direct payment from the plan, Distribution (12b-1) fees | $44,261 |
| Arcara, Zucarelli, Lenda & Assoc. | Accounting, Direct payment from the plan | $36,966 |
| Upstate Advisors Group | Investment advisory (plan), Investment management fees (direct) | $24,800 |
| The Segal Co. (Eastern States), Inc | Consulting (general), Direct payment from the plan | $23,187 |
| Bridgeway Benefits Technologies | Recordkeeping, Direct payment from the plan | $11,081 |
| Vitec Solutions | Consulting (general), Direct payment from the plan | $10,057 |
| Segal Select Insurance Svc, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |