Teamsters Local 727 Trade Show 401(k) Plan
Sponsored by Board Of Trustees Of Teamsters Local 727 · EIN 842223917 · Plan #001
- Total assets
- $20.0M
- Net assets
- $19.9M
- Active participants
- 1,115
- With balances
- 1,115
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital, Inc. CRD 291025 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $71,913 |
| Ctm Legal Group | Legal | $21,831 |
| Legacy Professionals Llp | Accounting | $11,000 |
| Strategic Capital | Investment advisory (plan) | $7,500 |
| Amalgamated Bank | Custodial (other), Float revenue, Account maintenance fees | $3,062 |