Teamsters Local No. 35 Pension Plan
Sponsored by Board Of Trustees Of The Teamsters No. 35 Pension Plan · EIN 221929328 · Plan #001
- Total assets
- $48.5M
- Net assets
- $48.5M
- Active participants
- 448
- 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 |
|---|---|---|
| Dahab Associates Inc CRD 108356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hamilton Lane Private Offshore Fund | Investment management fees (indirect) | $78,960 |
| Jfl Int'l Equity Fund | Investment management fees (indirect) | $69,317 |
| Fabian & Byrn, Llc | Claims processing, Contract administrator, Direct payment from the plan | $62,500 |
| American Core Realty Fund, Llc | Investment management fees (indirect) | $49,745 |
| Haefele, Flanagan And Co. | Accounting, Consulting (general), Direct payment from the plan | $49,600 |
| Rae Group, Llc | Actuarial, Direct payment from the plan | $35,500 |
| East Point Data | Consulting (general), Direct payment from the plan | $34,575 |
| Dahab Associates | Investment advisory (plan), Investment management fees (direct) | $30,054 |
| Lauren Robinson | Employee (plan), Direct payment from the plan | $28,777 |
| Garcia Hamilton | Investment management fees (indirect) | $27,997 |
| Zazzali Fagella Nowak Kleinbaum | Legal, Direct payment from the plan | $18,128 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $17,550 |
| U.S. Bank | Recordkeeping, Custodial (securities), Trustee (institutional) | $10,916 |
| Ancero Llc | Consulting (general), Direct payment from the plan | $7,335 |