Division 1181 Atu Ny Employees Pension Fund And Plan
Sponsored by Board Of Trustees Of Division 1181 Atu Ny Employess Pension Fund And · EIN 116183515 · Plan #001
- Total assets
- $825M
- Net assets
- $824M
- Active participants
- 6,149
- 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 |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Gcm Grosvenor L.P. CRD 108654 | deterministic · 100% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | fuzzy_auto · 94% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 97% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Realty Advisors | Investment management, Investment management fees (direct) | $752,535 |
| Slevin And Hart | Legal, Direct payment from the plan | $591,400 |
| Sei Trust Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $323,242 |
| Fred Alger Management, Llc | Investment management, Investment management fees (direct) | $314,744 |
| Gcm Grosvenor L.P. | Investment management, Investment management fees (direct) | $227,299 |
| Mackay Shields Llc | Investment management, Investment management fees (direct) | $161,740 |
| Weaver & Tidwell | Accounting, Direct payment from the plan | $153,175 |
| Entrust Global Partners Offshore Lp | Investment management, Investment management fees (indirect) | $142,855 |
| Quanvest Consultants Inc. | Investment advisory (plan), Direct payment from the plan | $132,996 |
| Brian Chabra | Employee (plan), Direct payment from the plan | $131,482 |
| Hilder Laverde | Employee (plan), Direct payment from the plan | $129,672 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (direct) | $123,849 |
| Nicole Bongiorno | Employee (plan), Direct payment from the plan | $114,721 |
| Robert D'ulisse | Employee (plan), Direct payment from the plan | $106,553 |
| Cheiron Inc. | Consulting (pension), Direct payment from the plan | $105,033 |
| Vincent Zito | Employee (plan), Direct payment from the plan | $90,909 |
| Renee Pinckney | Employee (plan), Direct payment from the plan | $75,468 |
| Amalgamated Bank Of Ny | Custodial (securities), Investment management, Investment management fees (direct) | $67,142 |
| Mintz & Gold Llp | Legal, Direct payment from the plan | $67,089 |
| Meyer, Suozzi, English & Klein Pc | Legal, Direct payment from the plan | $66,009 |
| Joann Isolano | Employee (plan), Direct payment from the plan | $65,561 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $58,341 |
| Anna Virgona | Employee (plan), Direct payment from the plan | $55,268 |
| Roger Santos | Employee (plan), Direct payment from the plan | $49,587 |
| Eulalia Zito | Employee (plan), Direct payment from the plan | $48,490 |
| Donna Scala | Employee (plan), Direct payment from the plan | $35,848 |
| Swarsattie Bachan | Employee (plan), Direct payment from the plan | $34,796 |
| Amy Gartland | Employee (plan), Direct payment from the plan | $34,422 |
| Margaret Lamonica | Employee (plan), Direct payment from the plan | $31,958 |
| Gunther Mejia | Employee (plan), Direct payment from the plan | $31,527 |
| Donna Schuster | Employee (plan), Direct payment from the plan | $29,812 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management fees (direct) | $21,611 |
| Perfect Printing Solutions | Copying and duplicating, Direct payment from the plan | $19,792 |
| Syntonic Systems, Inc. | Consulting (general), Direct payment from the plan | $14,400 |
| Msi Technologies Inc. | Consulting (general), Direct payment from the plan | $7,592 |