AUMdb

Employer Teamsters Local Nos 175 & 505 Pension Trust Fund

Sponsored by Employer Teamsters Local Nos 175 & 505 Pension Trust Fund · EIN 556021850 · Plan #001 · South Charleston, WV

Total assets
$453M
Net assets
$453M
Active participants
1,477
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
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Intercontinental Trustee (institutional) $266,800
Imf Investors Trustee (institutional) $232,224
American Benefit Corporation Claims processing $231,939
United National Bank Custodial (other), Trustee (institutional) $183,114
Manning & Napier Trustee (institutional) $166,017
Cs Mckee Lp Trustee (institutional) $124,509
Victory Capital Trustee (institutional) $120,489
American Core Realty Fund, Llc Trustee (institutional) $108,301
Mariner Institutional Investment management $67,500
Harris, Hardin & Company, Ac Accounting $51,385
Cherion Actuarial $47,345
Ciccarello, Del Giudice & Lafon Insurance agents and brokers $30,000
Andco Consulting Investment management $22,500
Loomis Sayles Trustee (institutional) $20,125