Perishable Food Industry Pension Fund
Sponsored by Board Of Trustees Of Perishable Food Industry Pension Fund · EIN 136100245 · Plan #001 · New York, NY
- Total assets
- $20.2M
- Net assets
- $20.1M
- Active participants
- 114
- 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 |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savasta And Company | Actuarial, Contract administrator, Direct payment from the plan | $47,800 |
| Atalanta And Sosnoff | Investment management, Investment management fees (direct), Soft dollars commissions | $46,109 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $24,450 |
| Quan Vest Consultant | Investment advisory (plan), Direct payment from the plan | $18,000 |
| Cohen, Leder, Montalbano & Grossman | Legal, Direct payment from the plan | $9,350 |
| Madon Malin, Pc | Legal, Direct payment from the plan | $7,750 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $7,398 |