Teamsters Local Union 331 Severance Trust Fund
Sponsored by Teamsters Local Union 331 Severance Trust Fund · EIN 236737793 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 601
- With balances
- 2,909
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $180,611 |
| Empower Annuity Insurance Company | Investment management, Investment management fees (direct) | $58,442 |
| Mspc Certified Public Accountants | Accounting, Recordkeeping, Direct payment from the plan | $37,094 |
| Captrust | Investment management, Investment management fees (direct) | $25,750 |
| Mr. Microchip Software Center, Inc. | Recordkeeping, Direct payment from the plan | $17,775 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $14,275 |