General Building Laborers' Local 66 Annuity Fund
Sponsored by Board Of Trustees General Building Lab Local 66 Annuity Fund · EIN 112977468 · Plan #006
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 2,456
- With balances
- 2,456
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Dahab Associates Inc CRD 108356 | deterministic · 100% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lazard Asset Management Llc | Investment management, Investment management fees (direct) | $107,927 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $77,587 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $44,688 |
| High Level Technologies Inc | Consulting (general), Direct payment from the plan | $41,236 |
| Dahab Associates Inc | Investment advisory (plan), Investment management fees (direct) | $38,225 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $32,125 |
| Lavelle Law & Associates Pc | Legal, Direct payment from the plan | $20,700 |
| The Segal Co. (Eastern States), Inc | Actuarial, Direct payment from the plan | $20,439 |
| State Street Global Advisors Trust | Custodial (securities), Investment management, Investment management fees (direct) | $18,107 |
| Richmond Capital Management | Investment management, Investment management fees (direct) | $15,590 |
| Hancock Whitney | Custodial (securities), Direct payment from the plan, Distribution (12b-1) fees | $10,656 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |