New England Teamsters Savings And Investment Plan
Sponsored by New England Bakery Drivers And Its Member Local Unions · EIN 222930352 · Plan #001
- Total assets
- $67.3M
- Net assets
- $67.2M
- Active participants
- 6,528
- With balances
- 6,843
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flow Focus Llc CRD 306849 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dumont, Morris And Burke, Pc | Legal | $50,130 |
| Benefit Plan Admin Services | Claims processing, Participant loan processing, Recordkeeping | $34,255 |
| Atlas Financial Group, Llc | Investment management, Plan administrator | $17,710 |
| D'arcangelo & Co., Llp | Accounting | $12,510 |