Senior Service America, Inc. Staff Pension Plan
Sponsored by Senior Service America, Inc. · EIN 521763637 · Plan #001
- Total assets
- $53.3M
- Net assets
- $53.3M
- Active participants
- 90
- 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 |
|---|---|---|
| The Segal Company | Actuarial, Direct payment from the plan | $102,621 |
| Amalgamated Bank | Investment management fees (direct), Custodial (securities) | $23,855 |
| Gorfine Schiller & Gardyn Pa | Accounting, Direct payment from the plan | $17,000 |
| O'donoghue & O'donoghu | Accounting, Direct payment from the plan | $15,141 |
| Blackrock Institutional Trust Compa | Trustee (institutional), Trustee (discretionary), Investment management | $11,092 |
| Adp | Accounting, Direct payment from the plan | $10,423 |
| Daniel Kerr | Employee (plan sponsor), Direct payment from the plan | $5,850 |