Teamsters Local 819 Pension Fund
Sponsored by Teamsters Local 819 Pension Fund · EIN 132578837 · Plan #001
- Total assets
- $50.8M
- Net assets
- $50.5M
- Active participants
- 432
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savasta And Company Inc | Contract administrator, Actuarial | $294,467 |
| Weaver And Tidwell, L.L.P. | Accounting | $92,933 |
| Boston Trust & Investment Managemen | Investment management fees (direct) | $41,438 |
| Samuel Goldstein & Co, P.C. | Accounting | $40,298 |
| Investment Consulting Services Llc | Consulting fees | $21,500 |
| F/M Investments, Llc | Investment management fees (direct) | $13,056 |
| M & T Investment Group | Custodial (securities) | $11,000 |
| Boyd Watterson Asset Management | Investment management fees (direct) | $8,783 |