Local 463 Pension Fund
Sponsored by Local 463 Pension Fund Board Of Trustees · EIN 111800729 · Plan #001
- Total assets
- $90.6M
- Net assets
- $90.4M
- Active participants
- 177
- 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 |
|---|---|---|
| Cwa Iue Cwa Local 464 81463 | Recordkeeping | $76,059 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $71,068 |
| Segal Marco Advisors | Consulting (general), Direct payment from the plan | $69,617 |
| Jean Lewis | Employee (plan) | $63,217 |
| Innovation Software Systems Inc | Recordkeeping, Direct payment from the plan | $48,398 |
| Aberdeen Standard Investment Inc. | $37,583 | |
| Rogoff & Company, Pc | Direct payment from the plan | $36,186 |
| Fidelity Investment | Custodial (securities) | $35,113 |
| Barings Cit | Consulting (general) | $33,183 |
| Pierson Ferdinand Llp | Legal, Direct payment from the plan | $32,071 |
| Amalgamated Bank Of New York | Custodial (securities) | $26,672 |
| Amy Irving | Employee (plan) | $15,821 |
| John Alberti | Employee (plan) | $12,480 |