Local No. 8 Retirement Fund
Sponsored by Local No. 8 Retirement Fund · EIN 516135501 · Plan #001
- Total assets
- $91.6M
- Net assets
- $91.5M
- Active participants
- 278
- 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 |
|---|---|---|
| Boston Trust & Investment Mgmt Co. | Custodial (securities), Investment management, Direct payment from the plan | $379,715 |
| Segal Roitman, Llp | Legal, Direct payment from the plan | $50,929 |
| The Segal Group | Actuarial, Direct payment from the plan | $39,500 |
| Amalgamated Employee Benefits Adm. | Claims processing, Direct payment from the plan, Investment management fees (direct) | $25,815 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $16,500 |