Westchester Heavy Construction Laborers Local 60 Annuity Fund
Sponsored by Board Of Trustees Local 60 Annuity Fund · EIN 133344192 · Plan #002 · Hawthrone, NY
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 1,101
- With balances
- 1,751
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Partners C/O Merrill Lynch | Investment management, Investment management fees (direct) | $157,896 |
| Tocqueville Asset Management Lp | Investment management, Investment management fees (direct) | $113,836 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $99,223 |
| Hudson Edge Investment Partners Inc | Investment management, Investment management fees (direct) | $87,765 |
| Global Trust Company | Trustee (institutional), Investment management, Investment management fees (direct) | $74,596 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $64,641 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct), Consulting fees | $57,500 |
| M&T Bank Inst'l Retirement Services | Custodial (securities), Investment management fees (direct) | $48,972 |
| Christine Costa | Plan administrator, Direct payment from the plan | $30,660 |
| Cohen & Steers C/O Merrill Lynch | Investment management, Investment management fees (direct) | $22,602 |
| Tpa Corporation | Consulting (general), Direct payment from the plan, Consulting fees | $11,340 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $10,497 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $7,500 |