Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Atalanta Sosnoff Capital LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 29 retirement plans with 100 or more participants reported paying Atalanta Sosnoff Capital LLC $5,000 or more. Those plans cover 159,500 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.1M. Per plan, the median was $28.96 per participant, with the middle half of plans between $11.46 and $66.89. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (9), New Jersey (8) and Missouri (3).
In 2009 it appeared on 41 such filings; in 2024, 29. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.46 | $28.96 | $66.89 |
| Compensation as a share of plan net assets | 0.03% | 0.04% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Seafarers Pension Plan | Board of Trustees Seafarers Pension Plan | MD | 17,705 | $2.06B | $756K |
| Seafarers Money Purchase Pension Plan | Board of Trustees Seafarers Money Purchase Pension Plan | MD | 16,362 | $168M | $57K |
| Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan | BD of Trustees Heavy & General Laborers' of NJ Annuity Fund | NJ | 14,981 | $1.49B | $689K |
| Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund | Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund | NJ | 14,241 | $1.75B | $823K |
| Carpenters Pension Trust Fund of Kansas City | Carpenters Pension Trust Fund of Kansas City | MO | 13,466 | $1.45B | $144K |
| Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | NY | 11,892 | $3.01B | $1.1M |
| San Mateo Hotel Employees & Restaurant Employees Pension Fund | San Mateo Hotel Employees & Restaurant Employees Pension Fund | CA | 9,308 | $217M | $54K |
| New Jersey Building Laborers Statewide Annuity Fund | BD of Trustees NJ Building Laborers Statewide Annuity Fund | NJ | 7,536 | $245M | $136K |
| New Jersey Building Laborers Statewide Pension Fund | BD of Trustees New Jersey Building Laborers Statewide Pension Fund | NJ | 7,137 | $534M | $207K |
| Iron Workers St. Louis District Council Annuity Trust Fund | Board of Trustees of Iron Workers St. Louis District Council Annuity | MO | 5,260 | $410M | $45K |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $52K |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 4,715 | $1.21B | $608K |
| Steamfitters Industry Pension Fund | Board of Trustees Steamfitters Industry Pension Fund | NY | 3,984 | $460M | $155K |
| Local 580 Pension Fund | Board of Trustees Local 580 Pension Fund | NY | 3,282 | $927M | $220K |
| Cement and Concrete Workers DC Pension Fund | Board of Trustees of the Cement and Concrete Workers DC Pension FD | NY | 2,953 | $715M | $290K |
| Monterey Peninsula Restaurant and Hotel Pension Fund | Board of Trustees, Monterey Peninsula Restaurant and | CA | 2,922 | $71.2M | $26K |
| Bricklayers Supplemental Annuity Fund | Board of Trustees Bricklayers Supplemental Annuity Fund | NY | 2,734 | $94.3M | $45K |
| Teamsters Employers Local 945 Pension Fund | Board of Trustees Teamsters Local 945 Pension Fund | NJ | 2,668 | $99.9M | $28K |
| Mo-Kan Iron Workers Pension Fund | Joint Board of Trustees Mo-Kan Iron Workers Pension Plan | MO | 2,328 | $266M | $32K |
| Local 734 Pension Fund | Board of Trustees Local 734 Pension Fund | NJ | 1,992 | $48.2M | $23K |
| Local 381 Pension Fund | Board of Trustees Local 381 Pension | NY | 1,917 | $99.7M | $146K |
| Iron Workers Local 401 Annuity Fund | Board of Trustees Iron Workers Local 401 Annuity Fund | PA | 1,866 | $140M | $122K |
| Local 1931 Pension Fund | Board of Trustees of Local 1931 Pension Fund | NY | 1,467 | $29.4M | $20K |
| Local 837 Pension Plan | Local 837 Pension Plan Board of Trustees | PA | 1,298 | $20.4M | $17K |
| Seafarers Officers and Employees Pension Plan | Board of Trustees Seafarers Officers and Employees Pension Plan | MD | 1,138 | $279M | $21K |
| Plumbers & Fitters Local Union 295 Pension Plan | Trustees Plumbers & Fitters Local Union 295 Pension Fund | FL | 629 | $71.4M | $178K |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan | Trstees Mach Mvrs,riggers&mach Erec Local 136 Supplemental Retire. Pla | IL | 370 | $68.1M | $20K |
| Graphic Arts Local 62B Industry Pension Plan | Trustees,graphic Arts 62B Pension Fund | NJ | 344 | $8.1M | $32K |
| Carpenters Industrial Council of Eastern Pennsylvania Pension Plan | The Trustee of the Carpenters Industrial Council of Eastern | NJ | 210 | $11.3M | $29K |
Questions and answers
How many plans does Atalanta Sosnoff Capital LLC serve?
29 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Atalanta Sosnoff Capital LLC?
The median plan reported $28.96 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (25 plans), Investment advisory (plan) (3 plans), Insurance agents and brokers (1 plans) and Insurance services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.