Central Pennsylvania Teamsters Retirement Income Plan 1987
Sponsored by Central Pennsylvania Teamsters Pension Fund, Trustees · EIN 236262789 · Plan #009
- Total assets
- $806M
- Net assets
- $795M
- Active participants
- 3,372
- With balances
- 8,238
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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $425,128 |
| Loomis Sayles Trust Co. | Investment management, Investment management fees (direct) | $342,603 |
| Westfield Capital Mgmt Co Lp | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $328,286 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct), Other investment fees and expenses | $296,432 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $222,755 |
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $190,000 |
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct) | $184,859 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $77,085 |
| Michelle L. Houck | Employee (plan), Direct payment from the plan | $75,014 |
| Joseph J. Samolewicz | Employee (plan), Direct payment from the plan | $70,371 |
| Northern Trust Company | Custodial (securities), Other investment fees and expenses, Investment management fees (direct) | $67,685 |
| Ashley Bortz | Employee (plan), Direct payment from the plan | $62,746 |
| Judith A. Guidara | Employee (plan), Direct payment from the plan | $61,582 |
| Willig, Williams & Davidson | Legal, Direct payment from the plan | $60,478 |
| Martin L. Cullen | Employee (plan), Direct payment from the plan | $53,007 |
| Cbiz Rps | Consulting (pension), Direct payment from the plan | $52,322 |
| James Stricker | Employee (plan), Direct payment from the plan | $50,386 |
| Krystal Cruz Galo | Employee (plan), Direct payment from the plan | $49,082 |
| Essex Technology Group Inc | Recordkeeping, Direct payment from the plan | $44,891 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $44,825 |
| Rusty Kemp | Employee (plan), Direct payment from the plan | $40,748 |
| Robert Genslinger | Employee (plan), Direct payment from the plan | $36,657 |
| Kyle Weller | Employee (plan), Direct payment from the plan | $35,131 |
| Peter Shiffer | Employee (plan), Direct payment from the plan | $32,891 |
| Lv Print Center | Copying and duplicating, Direct payment from the plan | $32,614 |
| Lori Kemmerer | Employee (plan), Direct payment from the plan | $32,104 |
| Damien Wild | Employee (plan), Direct payment from the plan | $30,258 |
| Weidenhammer Systems Corp | Other services, Direct payment from the plan | $27,762 |
| Kelly Snyder | Employee (plan), Direct payment from the plan | $26,294 |
| Lisa M. Mieczkowski | Employee (plan), Direct payment from the plan | $25,597 |
| Doyle Printing & Offset Co. | Copying and duplicating, Direct payment from the plan | $9,284 |
| Kenneth A. Ross | Trustee (individual), Direct payment from the plan | $7,050 |
| Stratix Systems, Inc. | Recordkeeping, Direct payment from the plan | $6,765 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping, Direct payment from the plan | $6,688 |
| Kevin M. Bolig | Trustee (individual), Direct payment from the plan | $6,282 |
| Fabricant & Fabricant Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Intercontinental R/E Corporation | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |