Local 804 Annuity Fund
Sponsored by Board Of Trustees Local 804 Annuity Fund · EIN 112506358 · Plan #002
- Total assets
- $90.9M
- Net assets
- $90.6M
- Active participants
- 5,296
- With balances
- 7,685
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal | $143,850 |
| Western Asset Management Company | Investment management fees (direct) | $71,489 |
| Cohen Weiss & Simon Llp | Legal | $49,091 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general), Investment advisory (plan) | $39,676 |
| Amalgamated Bank Of New York | Custodial (securities) | $31,207 |
| Weaver & Tidwell, L.L.P. | Accounting | $30,000 |
| Comprehensive Healthcare Systems In | Consulting (general) | $26,083 |