Masters Mates & Pilots Adjustable Pension Plan
Sponsored by Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla · EIN 371719247 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 953
- 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 |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $85,040 |
| Slevin & Hart P.C. | Legal, Direct payment from the plan, Non-monetary compensation | $66,999 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $59,760 |
| Iomm&P | Plan administrator, Other services, Direct payment from the plan | $46,992 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $43,557 |
| Gorfine, Schiller & Gardyn Pa | Accounting, Direct payment from the plan | $25,799 |
| Mariner Institutional Llc | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Patrick Mccullough | Employee (plan sponsor), Direct payment from the plan | $16,957 |
| The Northern Trust Company | Custodial (securities), Direct payment from the plan | $16,550 |
| Ken Ryan | Employee (plan sponsor), Direct payment from the plan | $13,665 |
| Northern Trust Asset Management | Investment management, Direct payment from the plan | $12,226 |
| Michael Mccullough | Employee (plan sponsor), Direct payment from the plan | $10,322 |
| B.I.C.C | Recordkeeping, Direct payment from the plan | $10,175 |
| Joseph Giusto | Employee (plan sponsor), Direct payment from the plan | $8,542 |
| David Romano | Employee (plan sponsor), Direct payment from the plan | $8,236 |
| Paula Phillips | Employee (plan sponsor), Direct payment from the plan | $8,003 |
| Shawna Thornton | Employee (plan sponsor), Direct payment from the plan | $7,723 |
| Ann Marie Mccullough | Employee (plan sponsor), Direct payment from the plan | $7,145 |
| Debra Cavey | Employee (plan sponsor), Direct payment from the plan | $6,347 |
| Marcia Fawthrop | Employee (plan sponsor), Direct payment from the plan | $6,163 |
| Alfred Manzo | Employee (plan sponsor), Direct payment from the plan | $5,875 |
| Jessica Chadwell | Employee (plan sponsor), Direct payment from the plan | $5,493 |
| Alice Andrzejewski | Employee (plan sponsor), Direct payment from the plan | $5,184 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan | $5,000 |
| Ifm Investors Pty Ltd. | Investment management, Foreign entity, Investment management fees (indirect) | $0 |