Local 805 Pension & Retirement Fund
Sponsored by Board Of Trustees Local 805 · EIN 131917612 · Plan #001
- Total assets
- $177M
- Net assets
- $176M
- Active participants
- 440
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 95% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savasta And Company, Inc. | Contract administrator, Recordkeeping | $248,785 |
| Insight Investment | Investment management | $209,010 |
| Epstein Becker & Green | Legal | $130,725 |
| Proskauer Rose Llp | Legal | $88,832 |
| Osullivan Associates Inc. | Actuarial | $69,340 |
| Quan Vest Consultants | Investment advisory (plan) | $57,996 |
| Prudential Trust Company | Investment management | $54,282 |
| Us Bancorp Asset Management | Custodial (securities) | $42,790 |
| Prudential Insurance Co. | Investment management | $18,440 |
| Gould, Kobrick & Schlapp, P.C. | Accounting | $18,000 |
| Intercontinental U.S. Real Estate | Investment management | $17,402 |
| Counsel Advisors Inc. | Consulting (general) | $15,000 |
| Jpmorgan Chase Bank | Trustee (institutional), Other fees | $12,744 |
| Schultheis & Panettieri, Llp | Accounting | $6,492 |