Teamsters Local Union No 572 Retirement Benefit Pl
Sponsored by Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla · EIN 956983367 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.0M
- Active participants
- 1,752
- With balances
- 8,814
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Southwest Money Management Inc CRD 109668 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Program Administration | Plan administrator | $35,040 |
| Wohlner Kaplon Cutler Halford | Legal | $11,205 |
| Southwest Money Management, Inc | Investment advisory (plan) | $10,836 |
| Henningfield & Associates, Inc | Accounting | $10,100 |
| Rael & Letson | Consulting (general) | $6,500 |