Defined Benefit Plan Of The Mid Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund
Sponsored by Defined Benefit Plan Of The Mid Jersey Trucking Industry And Teamsters · EIN 136043977 · Plan #001
- Total assets
- $331M
- Net assets
- $331M
- Active participants
- 62
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Villanova Investment Management Company, Llc CRD 287809 | fuzzy_auto · 98% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $307,275 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $207,681 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $178,409 |
| Kenneth Carr | Employee (plan), Direct payment from the plan | $100,479 |
| Fidelity Institutional Asset Mgmt. | Investment management, Investment management fees (direct) | $99,869 |
| Giancarlo Prezioso | Employee (plan), Direct payment from the plan | $93,095 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $90,111 |
| First Actuarial Consulting, Inc. | Actuarial, Direct payment from the plan | $87,769 |
| Villanova Investment Management Com | Investment management, Investment management fees (direct) | $87,574 |
| Nepc, Llc | Investment advisory (plan), Investment management fees (direct) | $85,356 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $67,337 |
| Cohen Leder Montalbano &Connaughton | Legal, Direct payment from the plan | $62,627 |
| Nellie Lake | Employee (plan), Direct payment from the plan | $45,354 |
| Mspc, Cpas & Advisors, P.C. | Accounting, Direct payment from the plan | $39,565 |
| William Birchard | Employee (plan), Direct payment from the plan | $28,764 |
| Columbia Management Investment Advi | Investment management, Investment management fees (direct) | $24,279 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $23,045 |
| Business Card | Other services, Direct payment from the plan | $5,380 |