Teamsters Local 957 401(k) Plan
Sponsored by Dayton Heidelberg Distributiong Co., Llc · EIN 310620091 · Plan #003
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 299
- With balances
- 310
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,645 |
| Esler & Vanderschaaff Co., Lpa | Legal | $2,276 |
| Empower Advisory Group, Llc | Investment management | $1,096 |
| Morgan Stanley Smith Barney | Other commissions | $0 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |