Westchester Teamsters Local 456 Pension Fund
Sponsored by Board Of Trustees Local 456 Pension Fund · EIN 136123973 · Plan #001 · Elmsford, NY
- Total assets
- $266M
- Net assets
- $247M
- Active participants
- 868
- 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 |
|---|---|---|
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct), Consulting fees | $250,250 |
| Clearbridge Investments, Llc | Investment management, Investment management fees (direct) | $206,250 |
| Lord Abbett & Co. Llc | Investment management, Investment management fees (direct) | $158,140 |
| Global Trust Company | Trustee (institutional), Investment management, Investment management fees (direct) | $140,347 |
| Blitman & King Llp | Legal, Direct payment from the plan | $134,025 |
| Blackrock C/O The Chrys Group At Ml | Investment management, Investment management fees (direct) | $109,507 |
| Jp Morgan | Investment management, Investment management fees (direct) | $89,871 |
| Bolton Partners Northeast, Inc. | Actuarial, Direct payment from the plan | $81,100 |
| Vincent Fedele | Employee (plan), Direct payment from the plan | $76,969 |
| M&T Bank Inst'l Retirement Services | Custodial (securities), Investment management fees (direct) | $62,904 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $45,790 |
| Brenda Galea Ritch | Plan administrator, Direct payment from the plan | $36,498 |
| Veronica Cleaning Corp. | Other services, Direct payment from the plan | $33,221 |
| Cohen & Steers | Investment management, Investment management fees (direct) | $32,178 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $28,436 |
| Tpa Corporation | Consulting (general), Direct payment from the plan, Consulting fees | $20,405 |
| Lord Abbett C/O The Chrys Group | Investment management, Investment management fees (direct) | $19,509 |
| Hess Technology Consulting, Inc. | Consulting (general), Direct payment from the plan, Consulting fees | $7,985 |
| Francis Colasuonno | Other services, Direct payment from the plan | $7,700 |