Pension Fund Of Wardrobe Attendants Union Local 764
Sponsored by Board Of Trustees Pension Fund Local 764 · EIN 136137855 · Plan #001
- Total assets
- $171M
- Net assets
- $169M
- Active participants
- 1,597
- 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 |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments Management Corp | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $510,017 |
| Benefit Plans, Inc. | Contract administrator, Recordkeeping, Direct payment from the plan | $127,185 |
| The Segal Company, Inc. | Actuarial, Consulting (general), Direct payment from the plan | $111,670 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $108,725 |
| Catherine Halpin | Employee (plan), Direct payment from the plan | $103,557 |
| Mary Ferry | Employee (plan), Direct payment from the plan | $70,548 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $45,000 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $39,498 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $26,667 |
| Us Bank | Other services, Direct payment from the plan | $15,585 |
| Kobgo Associates, Inc. | Recordkeeping, Direct payment from the plan | $14,546 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Direct payment from the plan, Insurance brokerage commissions | $0 |