AUMdb

Teamsters Food Processors Money Purchase Pension Trust

Sponsored by Board Of Trustees, Teamsters Food Processors · EIN 911138243 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
126
With balances
274

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ferguson Wellman Capital Management, Inc. CRD 104692 deterministic · 100% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ferguson Wellman Capital Management Investment management, Direct payment from the plan, Investment management fees (direct) $51,617
Morgan Stanley Smith Barney Llc Custodial (securities), Investment advisory (plan), Securities brokerage $36,474
Northwest Administrators, Inc. Contract administrator, Direct payment from the plan $29,995
Trucker Huss, Apc Legal, Direct payment from the plan $23,086
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $13,600