AUMdb

Local 1922 Pension Fund

Sponsored by Board Of Trustees Of The Local 1922 Pension Fund · EIN 516128660 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
115
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
Quan Vest Consultants Inc CRD 104714 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
C. Vasile Employee (plan), Direct payment from the plan $82,590
P. Mccabe Employee (plan), Direct payment from the plan $48,567
M. Salomon Employee (plan), Direct payment from the plan $40,096
Mccarthy & Preece Pllc Legal, Direct payment from the plan $38,400
A. Mccabe Employee (plan), Direct payment from the plan $35,512
Summit Actuarial Services Actuarial, Direct payment from the plan $20,000
Quanvest Consultants Inc Investment advisory (plan), Direct payment from the plan $19,200
Weaver & Tidwell Llp Accounting, Direct payment from the plan $18,747
Bryan Mccarthy Esq Trustee (individual), Direct payment from the plan $18,000
David J. Mahoney Trustee (individual), Direct payment from the plan $18,000
Andrew J. Fair Trustee (individual), Direct payment from the plan $18,000
Prudential Trust Company Investment management, Investment management fees (direct) $7,076
Lawrence S. Fischer, Pc Accounting, Direct payment from the plan $6,500