Local 177 Union Pension Plan
Sponsored by Dept Store Drivers Warehousemen Helpers Local 177 Union · EIN 510141542 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.5M
- Active participants
- 17
- 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 |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacy Braun Associates Inc | Investment advisory (plan), Investment management fees (direct), Soft dollars commissions | $83,710 |
| The Segal Company | Actuarial, Direct payment from the plan | $29,633 |
| Mspc | Accounting, Direct payment from the plan | $25,216 |
| Bank Of America Merrill Lynch | Custodial (securities), Direct payment from the plan | $21,801 |
| Zazzali Fagella Nowak Kleinbaum | Legal, Direct payment from the plan | $12,000 |