Amalgamated Retail Retirement Fund
Sponsored by Trustees Of The Amalgamated Retail Retirement Fund · EIN 131599961 · Plan #001 · New York, NY
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 20
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $730,074 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $57,000 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $54,491 |
| Ny Nj Regional Joint Board | Recordkeeping, Direct payment from the plan | $51,600 |
| Amalgamated Employee Benefit Admini | Contract administrator, Direct payment from the plan | $44,928 |
| Mesirow Financial | $40,000 | |
| Rogoff & Company, Pc | Accounting, Direct payment from the plan | $28,176 |
| Entrust Global Partners Offshore Lp | Investment management | $16,107 |
| Loomis Sayles | Investment management fees (direct) | $14,606 |
| Hamilton Lane | Investment management fees (indirect) | $7,092 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Direct payment from the plan | $6,583 |
| Alliancebernstein Lp | Investment management fees (direct), Soft dollars commissions | $0 |