Western New York Teamsters 401(k) Plan
Sponsored by Teamsters Local No. 264 · EIN 161334019 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 719
- With balances
- 852
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aps Wealth Management, Llc CRD 298233 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Apfs Wealth Management | Investment advisory (plan), Direct payment from the plan | $75,187 |
| At Retirement Services, Llc | Trustee (institutional), Direct payment from the plan, Plan administrator | $66,504 |
| Arcara Zucarelli Lenda & Assoc. Cpa | Accounting, Direct payment from the plan | $27,000 |