Indiana Teamsters Pension Plan
Sponsored by Board Of Trustees Of The Indiana Teamsters Pension Plan · EIN 351792964 · Plan #001 · Indianapolis, IN
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 1,283
- 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 |
|---|---|---|
| Otley Investment Fiduciary Solution | Investment management, Securities brokerage commissions, Direct payment from the plan | $395,237 |
| Paramount Health | Accounting, Direct payment from the plan | $37,270 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $33,701 |
| Pile Cpas | Accounting, Direct payment from the plan | $33,000 |
| Bridgeway Benefit Technologies | Consulting (general) | $28,495 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $25,100 |
| Ledbetter Partners, Llc | Legal | $10,267 |