Local 74 Uswu Pension Fund
Sponsored by Board Of Trustees Local 74 Uswu Pension Fund · EIN 271247066 · Plan #001
- Total assets
- $12.7M
- Net assets
- $11.7M
- Active participants
- 15
- 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Retirement Plan Services, Inc | Direct payment from the plan, Actuarial | $31,300 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Direct payment from the plan | $24,500 |
| Boyd Watterson Asset Management Llc | Investment management fees (direct) | $21,431 |
| Fitzsimmons Abrams, Llp | Direct payment from the plan, Accounting | $16,000 |
| Fuiman Mogila, Llp | Legal, Direct payment from the plan | $16,000 |
| The Bank Of New York Mellon | Shareholder servicing fees, Securities brokerage commissions, Float revenue | $15,000 |
| Kba74 Benefits And Administration | Actuarial, Direct payment from the plan | $8,000 |