AUMdb

Local 298 Pension Fund

Sponsored by Board Of Trustees Of Local 298 Pension Fund · EIN 116049445 · Plan #001 · Valley Stream, NY

Total assets
$27.2M
Net assets
$27.2M
Active participants
522
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
Intercontinental Real Estate Corporation CRD 112332 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Anthony Miranti Employee (plan), Direct payment from the plan $43,448
Victor Lagreca Employee (plan), Direct payment from the plan $34,110
Barnes, Iaccarino, & Shepherd Llp Legal, Direct payment from the plan $31,120
Eastern States Joint Board Recordkeeping $29,165
Quan Vest Trustee (individual) $26,196
Dickinson Group Actuarial, Direct payment from the plan $20,167
Summit Actuarial Services Actuarial $14,342
Tpa Corporation Consulting (general), Direct payment from the plan $14,213
Buchbinder Tunick & Co Llp Accounting $13,250
Weaver And Tidwell, Llp Accounting, Direct payment from the plan $12,500
Interncontinental Us Real Estate In Investment management, Direct payment from the plan $9,553
Lawrence S. Fischer, Cpa Accounting, Direct payment from the plan $7,200