Teamsters' Local 301 Pension Plan
Sponsored by Trustees Of Teamsters Local 301 · EIN 366492992 · Plan #001
- Total assets
- $452M
- Net assets
- $452M
- Active participants
- 795
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Teamsters Local Union 301 General | Contract administrator, Other services | $457,778 |
| Segall Bryant & Hamill | Investment management | $295,216 |
| National Investment Services | Investment management | $194,433 |
| Sei Trust Company | Investment management | $155,392 |
| Marquette Associates, Inc. | Investment advisory (plan) | $125,000 |
| Horizion Acturial Services, Llc | Actuarial | $104,684 |
| Sara Haffner Wolf | Employee (plan) | $90,017 |
| Prudential Insurance Co. | Investment management | $84,940 |
| Frank J Baker & Company, Ltd | Accounting | $73,680 |
| Us Bank National Association | Custodial (securities) | $59,626 |
| Mcgann Ketterman & Rioux | Legal | $59,600 |
| Bridgeway Benefit Technologies | Recordkeeping, Consulting (general) | $33,337 |
| Write On Target | Other services | $15,000 |
| West End Press Inc | Other services | $12,030 |
| Liracom Llc | Consulting (general) | $10,774 |
| Ifebp | Other services | $8,987 |
| Innovative Software Solutions, Inc. | Consulting (general) | $0 |