Bac Local #5 New York Pension Plan
Sponsored by Bac Local #5 New York Pension Plan · EIN 146016608 · Plan #001
- Total assets
- $64.4M
- Net assets
- $64.0M
- Active participants
- 69
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $231,998 |
| The Segal Company (Eastern States), | Actuarial | $60,000 |
| Pension And Annuity Plan Of Brickla | Plan administrator | $46,960 |
| Teal, Becker, & Chiaramonte Cpas Pc | Accounting | $38,125 |
| Schultheis & Panettieri Llp | Recordkeeping | $13,658 |
| Barnes, Iaccarino & Shepherd, Llp | Legal | $9,108 |
| Bank Of America | Trustee (institutional) | $8,851 |
| Tcw Group Inc | Investment management | $8,100 |
| Boston Partners | Investment management | $7,575 |