Mo Kan Teamsters Pension Fund
Sponsored by Mo Kan Teamsters Pension Fund · EIN 436142288 · Plan #001
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 436
- 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 |
|---|---|---|
| American Market Advisors, Inc. CRD 115796 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corp | Accounting, Contract administrator, Direct payment from the plan | $223,887 |
| Jp Morgan Chase Bank | Investment management, Direct payment from the plan | $178,337 |
| American Stable Advisors | Investment management, Investment management fees (indirect) | $112,893 |
| Segal Consulting | Actuarial, Consulting (pension), Direct payment from the plan | $90,152 |
| Empower Annuity Insurance Company | Investment management, Investment management fees (indirect) | $71,152 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (indirect) | $68,937 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $66,000 |
| Arnold Newbold Sollars & Hollins | Legal, Direct payment from the plan | $65,175 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $46,736 |
| Prudential Trust Co | Investment management | $39,584 |
| Construction Benefit Audit Corp | Accounting, Direct payment from the plan | $38,586 |
| Anders Cpas & Advisors | Accounting, Direct payment from the plan | $38,400 |
| Commerce Trust Co | Investment management | $23,918 |