Local 1205 Pension Fund
Sponsored by Board Of Trustees Of Local 1205 Pension Fund · EIN 111880353 · Plan #001 · Farmingdale, NY
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 720
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 99% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors | Investment management, Investment management fees (direct) | $208,802 |
| Segal Company (Eastern States), Inc | Actuarial, Consulting (general), Consulting (pension) | $79,359 |
| Amalgamated Bank | Custodial (securities), Investment management, Investment management fees (direct) | $61,429 |
| Venus Temple | Employee (plan), Direct payment from the plan | $46,986 |
| Rothman Rocco Laruffa | Legal, Direct payment from the plan | $43,234 |
| Tina Nardi | Employee (plan), Direct payment from the plan | $42,167 |
| Highland Capital Management, Llc | Investment management, Investment management fees (direct) | $35,247 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $31,096 |
| Calibre Cpa Group, Pllc | Accounting | $30,772 |
| Melissa Dimaria | Employee (plan), Direct payment from the plan | $28,107 |
| Reynolds Consulting Service, Llc | Investment advisory (plan), Direct payment from the plan | $26,500 |
| Paige Golding | Employee (plan), Direct payment from the plan | $25,779 |
| Clearbridge Investments, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $19,448 |
| Union Labor Systems | Recordkeeping, Direct payment from the plan | $6,338 |