Liquor And Allied Workers Union Local No. 3 Pension Fund
Sponsored by Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund · EIN 516035372 · Plan #001
- Total assets
- $33.0M
- Net assets
- $32.9M
- Active participants
- 312
- With balances
- 0
Plan year beginning 03/01/2024
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 |
|---|---|---|
| Keebeck Wealth Management | Investment management fees (direct) | $110,300 |
| Local 3 Sales Pension | Other services | $93,986 |
| Segal Consulting | Actuarial | $59,363 |
| Local 3 Union | Other services | $35,347 |
| Calibre Cpa Group Pllc | Accounting | $22,000 |
| Adp | Other fees | $16,133 |
| Professional Accounting Services | Accounting | $12,000 |
| Nick Thompson | Investment advisory (plan) | $10,240 |
| Elite Administration & Insurance Gr | Insurance agents and brokers | $0 |