AUMdb

Graphic Arts Local 62 B Industry Pension Plan

Sponsored by Trustees,Graphic Arts 62 B Pension Fund · EIN 221689801 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
61
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Atalanta Sosnoff Capital, Llc CRD 104880 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Atalanta Sosnoff Capital Llc Investment advisory (plan) $31,555
Pppwu Local 612 M Contract administrator $14,974
Comerica Bank Other services, Custodial (securities), Other investment fees and expenses $13,990
Summit Actuarial Services Actuarial $13,500
Oransky Scaraggi & Borg P.C. Legal $12,000
Gerson & Associates Accounting $12,000
Wasilewski & Keating Pc Accounting $5,000