Bricklayers Supplemental Annuity Fund
Sponsored by Board Of Trustees Bricklayers Supplemental Annuity Fund · EIN 516135078 · Plan #002
- Total assets
- $97.7M
- Net assets
- $94.3M
- Active participants
- 1,211
- With balances
- 2,732
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 93% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $95,226 |
| Doar Rieck Kaley & Mack | Legal, Direct payment from the plan | $55,643 |
| Highland Capital Management | Investment management, Investment management fees (direct) | $47,018 |
| Atlanta Sosnoff Capital, Llc | Investment management, Investment management fees (direct) | $45,212 |
| Fuman Mogila Llp | Legal, Direct payment from the plan | $30,432 |
| Quan Vest Consultants, Inc. | Investment advisory (plan), Investment management fees (direct) | $26,724 |
| Data Surge Solutions Of Ny, Inc. | Recordkeeping, Direct payment from the plan | $26,042 |
| Wilmington Trust | Custodial (securities), Direct payment from the plan, Float revenue | $22,248 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $16,167 |
| Cunningham & Cunningham, Llp | Legal, Direct payment from the plan | $16,094 |
| Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $11,000 |