The Teamster Ups National 401(k) Tax Deferred Savings Plan
Sponsored by Board Of Trustees Of The Teamsters Ups 401 K National Savings Plan · EIN 951732075 · Plan #003
- Total assets
- $19.3B
- Net assets
- $19.3B
- Active participants
- 451,512
- With balances
- 219,009
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 |
|---|---|---|
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mellon Investments | Investment management, Direct payment from the plan, Investment management fees (direct) | $3,301,710 |
| Priac | Direct payment from the plan, Recordkeeping, Participant loan processing | $897,826 |
| Bank Of New York Mellon | Custodial (securities), Custodial (other), Direct payment from the plan | $748,057 |
| Empower Annuity Ins And Annuity Co | Direct payment from the plan, Recordkeeping, Recordkeeping fees | $587,726 |
| Advised Assets Group Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $367,894 |
| Qdro Benefits Firm, Susan L. Dubrof | Legal, Direct payment from the plan | $252,496 |
| Alan D. Biller & Associates | Investment advisory (plan), Direct payment from the plan, Investment management | $115,000 |
| Morningstar Investment Management | Investment advisory (plan), Direct payment from the plan | $76,600 |
| Buchbinder Tunick & Company Llp | Accounting, Direct payment from the plan | $24,624 |
| Feinberg, Dumont And Brennan | Legal, Direct payment from the plan | $6,048 |