Local 807 Labor Management Pension Fund
Sponsored by Board Of Trustees Local 807 Labor Management Pension Fund · EIN 516099111 · Plan #002
- Total assets
- $110M
- Net assets
- $109M
- Active participants
- 411
- 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 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company (Eastern States) | Actuarial, Insurance agents and brokers, Direct payment from the plan | $182,174 |
| David W. New, P.C. | Legal, Direct payment from the plan | $140,948 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $117,497 |
| Friedman & Anspach | Legal, Direct payment from the plan | $99,323 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $45,193 |
| Graystone Consulting | Investment advisory (plan), Investment management fees (direct) | $35,000 |
| Premier Technology Solutions, Inc. | Consulting (general), Direct payment from the plan | $25,976 |
| Barksdale Investment Management | Investment management, Investment management fees (direct) | $25,871 |
| Mr Microchip Software Center Inc | Consulting (general), Direct payment from the plan | $22,735 |
| Melamud, Irina | Accounting, Direct payment from the plan | $15,560 |
| Amalgamted Bank | Investment advisory (plan), Investment management fees (direct) | $10,976 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |