Annuity Fund Of Local No. One, I. A. T. S. E.
Sponsored by Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E. · EIN 133022965 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 21,686
- With balances
- 11,366
Plan year beginning 01/01/2024 · 401(k)
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 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal, Direct payment from the plan | $135,857 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $112,508 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $58,249 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $57,433 |
| Comprehensive Consulting Solutions | Consulting (general), Direct payment from the plan | $20,233 |
| Pwc Consulting | Investment advisory (plan), Direct payment from the plan | $19,013 |
| Meketa Investment Group, Inc. | Investment advisory (plan), Direct payment from the plan | $18,750 |
| Syntonic Systems Inc. | Consulting (general), Direct payment from the plan | $9,396 |
| The Segal Company (Eastern States) | Consulting (general), Direct payment from the plan | $8,375 |
| Pylon Logistics | Other services, Direct payment from the plan | $7,587 |
| 9 To 5 Office Supplies | Other services, Direct payment from the plan | $6,384 |
| Prelude Consulting, Inc. | Consulting (general), Direct payment from the plan | $6,005 |
| Segal Select Insurance Services,Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |