Local 816 Labor & Management Pension Trust Fund
Sponsored by Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund · EIN 131869789 · Plan #001 · Floral Park, NY
- Total assets
- $153M
- Net assets
- $152M
- Active participants
- 566
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $137,263 |
| Allspring Global Investments | Investment management, Investment management fees (direct) | $103,594 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (direct) | $85,961 |
| Amalgamated Bank Of New York | Custodial (securities), Investment management fees (direct) | $62,611 |
| Weaver And Tidwell, L.L.P. | Accounting | $61,650 |
| Cary Kane Llp | Legal | $52,500 |
| First Actuarial Consulting, Inc. | Actuarial, Consulting (pension) | $50,083 |
| Segal Marco Advisors | Investment advisory (plan) | $40,000 |
| Northern Trust Company | Investment management, Investment management fees (direct) | $13,707 |