AUMdb

Management Labor Pension Fund Local 1730 Ila

Sponsored by Management Labor Pension Fund Local 1730 Ila · EIN 136086163 · Plan #001

Total assets
$61.3M
Net assets
$59.6M
Active participants
0
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
Quan Vest Consultants Inc CRD 104714 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Groom Law Group, Chartered Legal, Direct payment from the plan $205,770
Loomis & Sayles Investment management, Investment management fees (direct) $148,514
The Segal Company Actuarial, Consulting (general), Direct payment from the plan $71,602
David New, P.C. Legal, Direct payment from the plan $67,336
I.E. Shaffer & Co. Contract administrator, Direct payment from the plan $38,160
Quan Vest Consultants, Inc. Investment advisory (plan), Investment management fees (direct) $24,000
Amalgamated Bank Custodial (securities), Direct payment from the plan $18,165
Mspc Accounting, Direct payment from the plan $12,395
Marrinan & Mazzola Mardon, P.C. Legal, Direct payment from the plan $7,080