AUMdb

Machinists' Money Purchase Pension Fund

Sponsored by Machinists' Money Purchase Pension Fund · EIN 223290508 · Plan #001 · Englewood Cliffs, NJ

Total assets
$68.3M
Net assets
$68.3M
Active participants
1,555
With balances
8,246

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zenith American Solutions Contract administrator $283,534
Amalgamated Bank Custodial (securities), Investment management fees (direct) $59,222
Weaver And Tidwell, L.L.P. Accounting $46,250
Segal Marco Advisors Investment management $27,500
Tarter Krinsky & Drogin Legal $15,000