Legacy Plan Of The National Retirement Fund
Sponsored by Bd Of Trustees Legacy Plan Of The National Retirement Fund · EIN 136130178 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.8B
- Active participants
- 8,379
- 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Employee Benefits Admin | Contract administrator, Direct payment from the plan | $10,978,000 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $2,218,548 |
| Aligraphics, A Division Of Aeba | Other services, Direct payment from the plan | $1,143,659 |
| Hardman Johnston Global Advisors | Investment management fees (direct) | $698,309 |
| Amalgamated Bank | Custodial (other), Custodial (securities), Investment management fees (direct) | $548,903 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $489,813 |
| Lazard Asset Management, Llc | Investment management fees (direct), Investment management fees (indirect) | $426,095 |
| Hamilton Lane Advisors, Llc | Investment management fees (direct), Investment management fees (indirect) | $399,154 |
| Skyharbor Capital Management, Llc | Investment management fees (direct) | $281,591 |
| Mariner Institutional, Llc | Investment advisory (plan), Investment management fees (direct) | $262,500 |
| Amalgamated Life Insurance Company | Other services, Direct payment from the plan | $256,139 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $252,000 |
| Virtual Benefits Administrators | Other services, Direct payment from the plan | $198,883 |
| Dimensional Fund Advisors, Lp | Investment management fees (direct) | $158,212 |
| William Blair Investment Management | Investment management fees (direct) | $140,558 |
| Southern Regional Joint Board, Work | Plan administrator, Direct payment from the plan | $129,207 |
| Parametric Portfolio Associates, Ll | Investment management fees (direct) | $118,362 |
| Chicago And Midwest Regional Joint | Plan administrator, Direct payment from the plan | $110,754 |
| Ethan E Kra Actuarial Services, Llc | Valuation, Direct payment from the plan | $41,545 |
| Hirtle, Callaghan & Co., Llc | Investment management fees (direct) | $39,767 |
| Stout Risius Ross, Llc | Valuation, Direct payment from the plan | $28,528 |
| Pennsylvania Joint Board, Workers U | Plan administrator, Direct payment from the plan | $25,363 |
| New York New Jersey Regional Joint | Plan administrator, Direct payment from the plan | $19,809 |
| Stanley L Aiges | Legal, Direct payment from the plan | $19,750 |
| Philadelphia Joint Board, Workers U | Plan administrator, Direct payment from the plan | $10,658 |
| Veritext | Legal, Direct payment from the plan | $7,885 |
| Kelso & Company, L.P. | Investment management fees (indirect) | $0 |
| Landmark Equity Advisors, Llc | Investment management fees (indirect) | $0 |
| Ss & C Technologies, Inc. | Recordkeeping, Direct payment from the plan | $0 |
| Genstar Capital Partners, Llc | Investment management fees (indirect) | $0 |
| Alliant Insurance Services, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Zelis Payment Holdings, Llc | Other services, Direct payment from the plan | $0 |
| Sovos Compliance, Llc | Other services, Direct payment from the plan | $0 |