Amalgamated Pension Disability Plan
Sponsored by Jax Transit Management Corp. · EIN 593041602 · Plan #004
- Total assets
- $75.6M
- Net assets
- $71.8M
- Active participants
- 388
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Benefit Consultants, Llc | Actuarial, Plan administrator | $180,138 |
| Raymond James | Consulting (general), Custodial (securities), Investment advisory (plan) | $157,109 |
| Gray Robinson | Legal | $52,301 |
| Reliance Trust Company | Trustee (institutional), Trustee (directed), Product termination fees | $31,136 |