Liberty Coca Cola Beverages And Teamsters Local #125 Pension Plan
Sponsored by Liberty Coca Cola Beverages Llc · EIN 821396019 · Plan #002
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 309
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group, Inc. | Actuarial | $45,276 |
| Capfinancial Partners Llc | Investment management | $44,037 |
| Torrillo & Associates, Llc | Accounting | $23,500 |
| Fifth Third Bank | Trustee (institutional) | $13,011 |