AUMdb

Midwest Teamsters Member 401(k) Plan

Sponsored by Board Of Trustees, Midwest Teamsters Member 401(k) · EIN 410945362 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
3,519
With balances
3,157

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
Peirce Park Group Inc. CRD 118655 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Investment management, Participant communication $212,151
Marquette & Associates Investment advisory (plan), Direct payment from the plan $39,382
Wilson Mcshane Corporation Accounting, Contract administrator, Direct payment from the plan $37,150
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $21,450
Barlow & Coughran, P.S. Legal, Direct payment from the plan $9,261