PINNACLE ASSOCIATES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
24
Active participants
65,939
Total plan assets
$10.5B
Filings (rows)
24
Direct comp
$1.8M
Indirect comp
$1.5M
Aggregating 2 name variants under "PINNACLE ASSOCIATES"
SERVICES PROVIDED
Advisor / Consultant12
Other12
Top plans served
All 24 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFIORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD, CA | Other NONE | 43,053 | $2.9B | $0 |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,436 | $927.6M | $200K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,130 | $915.9M | $191K |
| BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE, MD | Other | 2,367 | $892.2M | $203K |
| BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 2,508 | $624.0M | $0 |
| BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 2,573 | $554.6M | $0 |
| BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 2,487 | $487.3M | $0 |
| UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN | GREENDALE, WI | Other NONE | 304 | $474.7M | $0 |
| UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN | GREENDALE, WI | Other NONE | 296 | $450.1M | $0 |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other INVESTMENT MGR | 608 | $271.9M | $85K |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 717 | $253.3M | $125K |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other INVESTMENT MGR | 599 | $242.7M | $95K |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 745 | $235.3M | $121K |
| BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BRIARCLIFF MANOR, NY | Other INVESTMENT MGR | 635 | $217.1M | $106K |
| BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 778 | $214.1M | $121K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $198.5M | $77K |
| WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,843 | $188.1M | $168K |
| AMPEX CORPORATION AMPEX CONSOLIDATED RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $159.6M | $52K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $159.6M | $52K |
| BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 617 | $37.2M | $47K |
| BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 610 | $36.1M | $48K |
| BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO | BRIARCLIFF MANOR, NY | Advisor / Consultant INVESTMENT MANAGER | 633 | $32.1M | $49K |
| AMPEX CORPORATION QUANTEGY-AMPEX RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $76K |
| AMPEX CORPORATION AMPEX CORPORATION EMPLOYEES' RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $1K |