Local 804 Pension Fund
Sponsored by Board Of Trustees Of Local 804 Pension Fund · EIN 116077200 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.6M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates Inc | Investment management fees (direct), Soft dollars commissions | $66,362 |
| The Segal Company, Inc. | Actuarial | $50,033 |
| Weaver And Tidwell, Llp | Accounting | $21,000 |
| Comprehensive Healthcare Systems In | Consulting (general) | $14,685 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $5,931 |