Teamsters Local 814 Annuity Fund
Sponsored by Board Of Trustees Of Teamsters Local 814 Annuity Fund · EIN 116234357 · Plan #002 · North Haledon, NJ
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 401
- With balances
- 755
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Nj Teamsters Benefit Plan | Contract administrator, Direct payment from the plan | $97,142 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $29,603 |
| Jp Morgan Chase Bank, Na | Investment management, Direct payment from the plan | $25,172 |
| Cohen Weiss And Simon Llp | Legal, Direct payment from the plan | $8,754 |