AUMdb

Treasurers And Ticket Sellers Local 751 Pension Fund

Sponsored by Treasurers & Ticket Sellers Local 751 Pension Fund Bd Of Trustees · EIN 136164776 · Plan #001

Total assets
$120M
Net assets
$116M
Active participants
345
With balances
0

Plan year beginning 09/01/2024

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

Service providers

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

Provider Services Direct comp
Jp Morgan Investment Management Inc Investment advisory (plan), Investment management, Investment management fees (direct) $511,483
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $131,750
The Segal Comp (Eastern States) Inc Actuarial, Direct payment from the plan $88,406
Spivak Lipton Llp Legal, Direct payment from the plan $79,108
Proskauer Rose Llp Legal, Direct payment from the plan $60,939
Schultheis & Panettieri Llp Accounting, Direct payment from the plan $57,017
Comerica Inc Custodial (securities), Direct payment from the plan, Other investment fees and expenses $27,588
Adp Other services, Direct payment from the plan $15,787
Segal Select Insurance Svcs Inc Insurance agents and brokers, Insurance brokerage commissions $0