Exhibition Employees Local 829 Pension Fund
Sponsored by Board Of Trustees Exhibition Employees Local 829 · EIN 132995659 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.3M
- Active participants
- 36
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $89,370 |
| O'donoghue & O'donoghue, Llp | Legal, Direct payment from the plan | $59,699 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $41,693 |
| The Segal Company | Actuarial, Direct payment from the plan | $39,198 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Investment management fees (direct) | $18,375 |
| Judith P. Broach | Named fiduciary, Direct payment from the plan | $18,060 |
| Stulberg & Walsh Llp | Legal, Direct payment from the plan | $5,584 |