Local 1034 Pension Fund
Sponsored by Board Of Trustees Of Local 1034 Pension Fund · EIN 136594795 · Plan #001 · Long Island City, NY
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 94
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Skybridge Capital Ii, Llc CRD 148152 | fuzzy_auto · 97% | 2024 |
| Lsv Asset Management CRD 109918 | 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 | $167,110 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $52,150 |
| Deborah Danner | Employee (plan) | $49,045 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $43,962 |
| C And S Consulting | Trustee (individual), Direct payment from the plan | $38,400 |
| Counsel Advisors, Inc. | Consulting (general), Direct payment from the plan | $38,400 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Float revenue | $35,711 |
| Quan Vest Consultants | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Jp Morgan Chase Bank | Investment management, Investment management fees (direct) | $27,701 |
| Hssh Consulting, Llc | Consulting (general), Direct payment from the plan | $27,072 |
| James Mocerino | Employee (plan) | $25,585 |
| Tocqueville Asset Management | Investment management, Investment management fees (direct) | $17,934 |
| Skybridge Capital | Investment management, Investment management fees (direct), Soft dollars commissions | $15,173 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $14,815 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |