Local 365 Uaw Pension Fund
Sponsored by Local 365 Uaw Pension Fund · EIN 116045281 · Plan #001 · Englewood Cliffs, NJ
- Total assets
- $211M
- Net assets
- $211M
- Active participants
- 5
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services | Investment management fees (direct) | $175,688 |
| Zenith American Solutions | Contract administrator | $175,454 |
| The Segal Company | Actuarial | $173,808 |
| Amalgamated Bank Of New York | Custodial (securities) | $49,971 |
| Cleary, Josem & Trigiani Llp | Legal | $38,850 |
| Weaver And Tidwell, Llp | Accounting | $33,075 |
| Morgan Stanley | Investment management fees (direct) | $26,250 |