The Local 259 Pension Fund
Sponsored by Board Of Trustees Of The Local 259 Pensi Pension Fund · EIN 136115077 · Plan #001
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 908
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator | $289,752 |
| Asb Capital Management, Llc | Investment advisory (plan) | $147,993 |
| The Segal Company(eastern States)in | Actuarial | $115,448 |
| Weaver And Tidwell, Llp | Accounting | $62,062 |
| Tarter Krinsky & Drogin | Legal | $50,000 |
| Cleary, Josem & Trigiani Llp | Legal | $47,484 |
| Amalgamated Bank Of New York | Investment management fees (direct), Custodial (securities), Investment management fees (indirect) | $42,591 |
| Segal Marco Advisors | $38,750 |