U.A. Local No. 447 Pension Fund
Sponsored by Board Of Trustees, U.A. Local No. 447 Pension Fund · EIN 946269669 · Plan #001
- Total assets
- $274M
- Net assets
- $274M
- Active participants
- 992
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $181,133 |
| Bridgeway Benefit Technologies | Direct payment from the plan, Other fees | $103,123 |
| New Tower Trust Company | Direct payment from the plan, Investment management fees (direct) | $82,638 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $82,337 |
| Employee #1 | Employee (plan) | $80,365 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $70,704 |
| Panagora Asset | Direct payment from the plan, Investment management fees (direct) | $69,572 |
| Employee #2 | Employee (plan) | $60,768 |
| Employee #3 | Employee (plan) | $60,048 |
| Employee #4 | Employee (plan) | $58,482 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $41,962 |
| Caliber Networks | Recordkeeping, Direct payment from the plan | $41,514 |
| Whitestar Advisors Llc | Direct payment from the plan, Investment management fees (direct) | $31,250 |
| Verus Advisors | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $30,000 |
| Islip & Co | Accounting, Direct payment from the plan | $23,301 |
| Stephen Horn Insurance | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Merrill Lynch, Pierce, Fenner And S | Custodial (other), Sub-transfer agency fees, Distribution (12b-1) fees | $0 |