Concession & Program Employees Local 468 Pension Plan
Sponsored by Board Of Trustees Of Concession & Program Employees Local 468 Pension · EIN 942364669 · Plan #001
- Total assets
- $971K
- Net assets
- $961K
- 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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $30,295 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $20,170 |
| Coast Benefits | Contract administrator, Direct payment from the plan | $19,157 |
| Beeson, Tayer & Bodine Apc | Legal, Direct payment from the plan | $6,862 |
| Highland Capital Advisors | Investment advisory (plan), Investment management fees (direct) | $5,408 |