Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund
Sponsored by Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, Help · EIN 136567546 · Plan #001 · Long Island City, NY
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 396
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal, Direct payment from the plan | $62,188 |
| Quan Vest Consultants, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $51,181 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $48,003 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $45,962 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $43,600 |
| Counsel Advisors, Inc. | Trustee (individual), Direct payment from the plan | $38,400 |
| Tocqueville Asset Management | Investment management, Investment management fees (direct) | $35,671 |
| Deborah Danner | Employee (plan) | $35,475 |
| The Bank Of New York Mellon | Custodial (securities), Other services, Direct payment from the plan | $30,508 |
| Shanae Johnson | Employee (plan) | $29,797 |
| Hssh Consulting | Consulting (general) | $29,472 |
| Goldberg, Weprin, Finkel Goldstein | Trustee (individual), Direct payment from the plan | $6,000 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |