Industry And Local 338 Pension Fund
Sponsored by Board Of Trustees Of Industry And Local 338 Pension Fund · EIN 516126649 · Plan #001
- Total assets
- $110M
- Net assets
- $109M
- Active participants
- 213
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investment Management Corp | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $614,744 |
| Associated Administrators, Llc | Contract administrator, Plan administrator, Direct payment from the plan | $146,320 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $93,679 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $51,650 |
| Kauff Mcguire & Margolis Llp | Legal, Direct payment from the plan | $22,500 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |