Teamsters Joint Council No. 41 Severance Plan
Sponsored by Teamsters Joint Council No. 41 · EIN 346541609 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 92
- With balances
- 113
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swallen Lawhun & Co. | Accounting | $10,650 |
| Faulkner, Hoffman & Phillips, Llc | Legal | $4,548 |
| Andco Consulting Llc | Investment advisory (plan), Investment management | $2,500 |
| Mariner Institutional Llc | Investment advisory (plan), Investment management | $2,500 |