Teamsters Local 408 Annuity Fund
Sponsored by Trustees Of Teamsters Local 408 Annuity Fund · EIN 223002089 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.3M
- Active participants
- 209
- With balances
- 310
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment management, Investment management fees (direct) | $94,764 |
| The Segal Company | Actuarial, Direct payment from the plan | $51,211 |
| Mspc | Accounting, Direct payment from the plan | $41,784 |
| Oppenheimer & Co. Inc. | Investment management, Investment management fees (direct) | $30,249 |
| Jbm Computer Consultants, Inc. | Recordkeeping, Direct payment from the plan | $9,523 |
| Zazzali, Fagella, Nowak, Kleinbaum | Legal, Direct payment from the plan | $7,621 |
| Comerica Bank & Trust, N.A. | Custodial (securities), Direct payment from the plan | $6,515 |