Teamsters Retirement Pension Plan
Sponsored by Board Of Trustees, Teamsters Retirement Pension Plan · EIN 416047047 · Plan #001
- Total assets
- $506M
- Net assets
- $506M
- Active participants
- 1,399
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Great Lakes Investment Management, Llc CRD 286157 | fuzzy_auto · 96% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Investment management, Investment management fees (direct) | $317,195 |
| The Segal Company (Midwest), Inc | Actuarial, Direct payment from the plan | $250,080 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $172,788 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $138,000 |
| Union Bank & Trust | Custodial (securities), Direct payment from the plan | $110,670 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $105,500 |
| Congress Asset Management Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $101,334 |
| Great Lakes Investment Managers | Investment management, Investment management fees (direct) | $51,945 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $48,000 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $37,850 |
| Usi | Insurance agents and brokers, Insurance services | $0 |