Pension Fund Local 445
Sponsored by Local 445 Pension Fund · EIN 131864489 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 398
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment management, Investment management fees (direct) | $317,647 |
| Stacey Braun | Investment management, Investment management fees (direct) | $223,081 |
| Summit Actuarial Services | Actuarial, Investment management fees (direct) | $89,400 |
| Bank Of New York Mellon | Custodial (securities), Distribution (12b-1) fees, Investment management fees (direct) | $79,668 |
| Barnes Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $73,173 |
| Mspc | Accounting, Direct payment from the plan | $68,576 |
| Stone Castle Realty | Real estate brokerage, Direct payment from the plan | $41,170 |
| J.A. Mariano Agency | Insurance services, Direct payment from the plan | $19,409 |