Local 522 Pension Fund
Sponsored by Board Of Trustees Of Local 522 Pension Fund · EIN 116171611 · Plan #001 · Brooklyn, NY
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 846
- 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 |
|---|---|---|
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Teamster Fund | Contract administrator, Direct payment from the plan | $162,879 |
| Eagle Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $129,082 |
| Calibre Cpa Group, Llp | Accounting, Direct payment from the plan | $53,904 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $48,296 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $40,000 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $37,227 |
| Automatic Data Processing | Recordkeeping, Direct payment from the plan | $31,649 |
| First Actuarial Consulting, Llc | Actuarial, Direct payment from the plan | $30,000 |
| Intercontinental Real Estate Corp. | Investment management, Investment management fees (direct) | $28,197 |
| Pbi Research Services | Other services, Direct payment from the plan | $19,950 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $19,848 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $14,753 |
| Pacific Income Advisors | Investment management, Investment management fees (direct) | $14,513 |
| Maxon Administrators, Inc. | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |