AUMdb

Allied Security Pension Fund

Sponsored by Board Of Trustees Of Allied Security Pension Fund · EIN 112528660 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
79
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
Reynolds Consulting Services Llc CRD 135768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Allied International Union Direct payment from the plan, Other fees $16,400
Federation Pension Bureau Direct payment from the plan, Actuarial, Consulting (pension) $13,200
Rocco J. Ricciardi, Cpa Direct payment from the plan, Accounting $9,000
Barnes Iaccarino & Shepherd Llp Direct payment from the plan, Legal $9,000
Reynolds Consulting Services Llc Investment advisory (plan), Direct payment from the plan $8,500
Gould Kobrick & Schlapp Direct payment from the plan, Accounting $7,000
Avantax Advisory Services Investment management $6,930
David Greenwald, Esq. Pllc Direct payment from the plan, Legal $6,750