AUMdb

Teamsters Local 210 Affiliated Pension Trust Fund

Sponsored by Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund · EIN 203856052 · Plan #001 · New York, NY

Total assets
$155M
Net assets
$155M
Active participants
994
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
Investment Consulting Services, Llc CRD 122064 deterministic · 100% 2024
Boston Investment Trust Management, Inc. CRD 139446 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Savasta And Company Inc Contract administrator, Actuarial $944,100
Investment Consulting Services Llc Investment advisory (plan) $125,000
Boston Trust & Investment Managemen Investment management fees (direct), Investment management $47,226
Samuel Goldstein & Co., P.C. $43,995
M & T Investment Group Custodial (securities), Trustee (institutional), Account maintenance fees $40,000
Weaver And Tidwell, L.L.P. Accounting $36,068
F/M Investments, Llc Investment management fees (direct) $22,162
Boyd Watterson Asset Mangaement Llc Investment management fees (direct) $15,288
Rhumbline Advisors Limited Partners Investment management fees (direct) $8,803
Ziegler Capital Management Llc Investment management $6,436
Manning & Russo Legal $5,355