Local 475 Pension Plan
Sponsored by Board Of Trustees Local 475 Pension Plan · EIN 132571151 · Plan #002
- Total assets
- $88.2M
- Net assets
- $88.0M
- Active participants
- 314
- 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 |
|---|---|---|
| Ceres Partners, Llc CRD 290937 | deterministic · 100% | 2024 |
| Carret Asset Management, Llc CRD 131445 | deterministic · 100% | 2024 |
| Dahab Associates Inc CRD 108356 | deterministic · 100% | 2024 |
| Ubs Farmland Investors Llc CRD 107754 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ceres Partners Llc | Investment management, Investment management fees (direct) | $168,130 |
| Carret Asset Management | Investment management, Investment management fees (direct) | $91,670 |
| Peter Vaupel | Direct payment from the plan, Plan administrator | $70,597 |
| Basil Castrovinci Associates, Inc | Consulting (pension), Direct payment from the plan | $55,782 |
| Rreef America Reit Ii, Inc. | Investment management, Investment management fees (direct), Direct payment from the plan | $51,728 |
| Dahab Associates, Inc. | Investment advisory (plan), Investment management fees (direct) | $50,567 |
| Lynda Schulok | Employee (plan), Direct payment from the plan | $36,085 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $32,813 |
| Barnes, Iaccarino & Shepherd Llp | Direct payment from the plan | $31,200 |
| Wilmington Trust | Investment management fees (indirect) | $28,134 |
| Donna Colantuono | Employee (plan), Direct payment from the plan | $27,404 |
| Johnson Institutional Management | Investment management, Investment management fees (direct) | $22,322 |
| Ubs Farmland Investors Llc | Investment management, Investment management fees (direct) | $13,826 |