United Wire, Metal & Machine Pension Fund
Sponsored by Board Of Trustees Of U.W.M. & M. Pension Fund · EIN 136596940 · Plan #001 · Long Island City, NY
- Total assets
- $213M
- Net assets
- $213M
- Active participants
- 1,045
- 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 |
|---|---|---|
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Enhanced Property Fund Lp | Custodial (securities), Investment management | $406,040 |
| Segal Company (Eastern States), Inc | Actuarial, Consulting (general) | $216,704 |
| Fenimore Asset Management, Inc. | Investment management | $207,690 |
| Stacey Braun Associates, Inc. | Investment management | $176,448 |
| Rosanna Furio | Employee (plan) | $153,354 |
| Whitestar Advisors, Llc | Investment management | $92,500 |
| Columbia Management Investment Advi | Investment management | $91,427 |
| Loomis Sayles Trust Company | Custodial (securities), Investment management | $81,333 |
| Proskauer Rose Llp | Legal | $80,000 |
| Reynolds Consulting Services, Llc | Investment advisory (plan) | $72,898 |
| Weaver And Tidwell Llp | Accounting | $67,000 |
| Mark Torres | Employee (plan) | $63,789 |
| Ullico Investment Advisors Inc | Custodial (securities), Investment management, Investment management fees (direct) | $58,209 |
| William Alexander | Employee (plan) | $57,833 |
| Barnes, Iaccarino & Shepherd Llp | Legal | $52,800 |
| Francesco Lirani | Employee (plan) | $43,109 |
| Stephen Garriques | Employee (plan) | $40,191 |
| Eufemio Rodriguez | Employee (plan) | $34,760 |
| Kattia Santana | Employee (plan) | $34,374 |
| Wanda Lozano | Employee (plan) | $26,032 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $22,685 |
| Gregory Holloman | Employee (plan) | $18,267 |
| Lorraine Buonacore | Employee (plan) | $16,983 |
| Roy Barnes, Esq. Pllc | Trustee (individual) | $15,406 |
| Counsel Advisors Inc | Trustee (individual) | $15,010 |
| Rebecca Brown | Employee (plan) | $11,432 |
| Littler Mendelson Pllc | Trustee (individual) | $6,863 |
| Joanna Napoli | Consulting (pension) | $5,525 |
| Matt Scher | Employee (plan) | $5,407 |