Local 553 Pension Fund
Sponsored by Board Of Trustees Of Local 553 Pension Fund · EIN 136637826 · Plan #001 · New York, NY
- Total assets
- $253M
- Net assets
- $253M
- Active participants
- 307
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Friedman And Anspach | Legal, Direct payment from the plan | $366,693 |
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $256,079 |
| The Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $133,869 |
| Siezert Capital Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $125,229 |
| Katia A. Pettinato | Employee (plan), Direct payment from the plan | $123,929 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $105,757 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $100,000 |
| Rajpattie Sankar | Employee (plan), Direct payment from the plan | $80,338 |
| Nelli Braginskaya | Employee (plan), Direct payment from the plan | $80,338 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $70,000 |
| Us Bank, Na | Recordkeeping, Direct payment from the plan | $69,146 |
| Invesco National Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $55,611 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Other fees | $55,373 |
| Elena Shtabel | Employee (plan), Direct payment from the plan | $42,623 |
| Benesys Inc. | Recordkeeping, Direct payment from the plan | $32,000 |
| Mr. Microchip Software Center, Inc. | Recordkeeping, Direct payment from the plan | $31,136 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $14,423 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |