Suburban Wholesalers Association Pension Plan
Sponsored by Trustee Of Suburban Wholesalers Association Pension Plan · EIN 221972903 · Plan #001 · Westbury, NY
- Total assets
- $22.3M
- Net assets
- $22.2M
- Active participants
- 0
- 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 99% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose | Direct payment from the plan, Legal | $90,374 |
| C&R Consulting | Contract administrator, Direct payment from the plan | $60,000 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $33,826 |
| Stuart Grabois | Trustee (individual), Direct payment from the plan | $30,000 |
| Reynolds Consulting Service | Investment advisory (plan), Direct payment from the plan | $28,922 |
| First Actuarial Consulting, Inc. | Actuarial, Direct payment from the plan | $25,000 |
| Bank Of America | Recordkeeping, Custodial (securities), Direct payment from the plan | $11,321 |
| Tocqueville Asset Management | Investment management, Investment management fees (direct) | $9,398 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $4,353 |