Local 153 Pension Fund
Sponsored by Joint Board Of Trustees Of Local 153 Pension Fund · EIN 132864289 · Plan #001 · New York, NY
- Total assets
- $130M
- Net assets
- $129M
- Active participants
- 1,636
- 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 |
|---|---|---|
| The Segal Company | Actuarial, Consulting (pension), Direct payment from the plan | $252,805 |
| Marshall & Moss Llp | Accounting, Direct payment from the plan | $238,733 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $108,385 |
| Quan Vest Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $90,000 |
| Jasmin A Estevez | Employee (plan), Direct payment from the plan | $81,376 |
| Fusco Gallagher Porcaro Munroe Llp | Legal, Direct payment from the plan | $63,761 |
| New Tower Trust Company | Investment management, Investment management fees (direct) | $60,653 |
| Bernadette Smith | Employee (plan), Direct payment from the plan | $52,386 |
| Newtown Investment Corporation | Investment management, Investment management fees (direct) | $50,574 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $32,000 |
| Eileen Dupont | Employee (plan), Direct payment from the plan | $26,580 |