Local 1931 Pension Fund
Sponsored by Board Of Trustees Of Local 1931 Pension Fund · EIN 116169861 · Plan #001
- Total assets
- $29.4M
- Net assets
- $29.4M
- Active participants
- 173
- 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 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eastern States Joint Board | Other services, Direct payment from the plan | $116,842 |
| Mccarthy And Preece | Legal, Direct payment from the plan | $36,000 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $26,162 |
| Quan Vest Consultants Inc | Investment advisory (plan), Direct payment from the plan | $25,992 |
| Weaver & Tidwell Llp | Accounting, Direct payment from the plan | $25,563 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan | $23,131 |
| Dickinson Group Llc | Actuarial, Direct payment from the plan | $20,750 |
| Atalanta Sosnoff Capital, Llc | Investment management, Investment management fees (direct) | $19,891 |
| Empower Annuity Ins Co Of America | Recordkeeping fees, Direct payment from the plan | $12,894 |
| Amalgamated Bank | Custodial (securities), Investment management, Direct payment from the plan | $9,261 |
| Lawrence Fisher Pc | Accounting, Direct payment from the plan | $6,500 |
| Prudential Trust Co | Investment management, Investment management fees (direct) | $5,819 |