Treasurers And Ticket Sellers Local 751 Annuity Fund
Sponsored by Treasurers & Ticket Sellers Local 751 Annuity Fund Bd Of Trustees · EIN 133038303 · Plan #002
- Total assets
- $138M
- Net assets
- $137M
- Active participants
- 680
- With balances
- 703
Plan year beginning 09/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $46,834 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $38,017 |
| John Hancock Retirement Plan Svcs | Recordkeeping fees, Direct payment from the plan | $36,252 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $17,775 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $16,913 |
| Segal Select Insurance Svcs Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |