Defined Contribution Plan Of The Mid Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund
Sponsored by Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team · EIN 136043977 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 219
- With balances
- 276
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $18,193 |
| Mspc Cpa's & Advisors | Accounting, Direct payment from the plan | $9,327 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $6,880 |