Dc 37 Local 389 Home Care Employees Pension Fund
Sponsored by Dc 37 Local 389 Home Care Employees Pension Fund · EIN 133698650 · Plan #001 · New York, NY
- Total assets
- $56.1M
- Net assets
- $55.9M
- Active participants
- 965
- 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 |
|---|---|---|
| Dictrict Council 37 Local 389 Wf | Other services, Direct payment from the plan | $502,257 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $79,234 |
| American Core Realty Fund | Investment advisory (plan) | $73,786 |
| Segal Marco Advisors Inc | Investment advisory (plan), Direct payment from the plan | $48,333 |
| Daniel H. Cook Associates Inc | Claims processing, Direct payment from the plan | $42,012 |
| Rogoff & Company Pc | Accounting, Direct payment from the plan | $37,000 |
| Invesco Trust Company | Investment advisory (plan), Direct payment from the plan | $21,095 |
| Cohen Weiss & Simon Llp | Legal, Direct payment from the plan | $14,494 |
| Ford Harrison Llp | Legal, Direct payment from the plan | $7,405 |