Consolidated Retirement Plan
Sponsored by Board Of Trustees Consolidated Retirement Fund · EIN 133177000 · Plan #001
- Total assets
- $492M
- Net assets
- $492M
- Active participants
- 1,042
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Amalgamated Bank | Custodial (securities), Custodial (other), Investment management fees (direct) | $777,123 |
| Schulte Roth And Zabel Llp | Legal, Direct payment from the plan | $409,213 |
| Amalgamated Employee Benefits Admin | Contract administrator, Direct payment from the plan | $246,655 |
| Johnston Asset Management | Investment management fees (direct), Legal | $193,658 |
| Horizon | Actuarial, Direct payment from the plan | $154,443 |
| Telus Health | Actuarial, Direct payment from the plan | $93,540 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $58,000 |
| Hamilton Lane Advisors, Llc | Investment management fees (direct), Investment management fees (indirect) | $48,384 |
| Cynomys,Inc. | Actuarial, Direct payment from the plan | $38,543 |
| Andco Consulting | Investment management fees (direct), Investment advisory (plan) | $35,000 |
| Beins Axelrod P.C. | Named fiduciary, Direct payment from the plan | $20,028 |
| Aligraphics, A Div. Of Alicare Inc | Other services, Direct payment from the plan | $6,870 |
| Alliant Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Ss & C Technologies Inc | Recordkeeping | $0 |
| Genstar Capital Partners Vii, L.P. | Legal, Direct payment from the plan | $0 |