District 65 Pension Plan
Sponsored by Board Of Trustees Of The District 65 Pension Plan · EIN 136600145 · Plan #001
- Total assets
- $2.1M
- Net assets
- $1.3M
- Active participants
- 0
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.E.Shaffer & Co | Plan administrator, Direct payment from the plan | $198,000 |
| Baratz & Associates, P.A. | Accounting, Direct payment from the plan | $15,900 |
| Larry Magarik, Esq | Trustee (directed), Direct payment from the plan | $15,210 |
| First Actuarial Consulting, Inc | Actuarial, Direct payment from the plan | $13,179 |
| Cleary, Josem & Trigiani, Llp | Legal, Direct payment from the plan | $11,000 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $10,724 |