Teamsters Local No. 469 Annuity Fund
Sponsored by Trustees Of Teamsters Local No. 469 Annuity Fund Trust · EIN 222980666 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.2M
- Active participants
- 236
- With balances
- 468
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 |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $63,805 |
| Fabian & Byrn, Llc | Contract administrator, Direct payment from the plan | $59,105 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $26,133 |
| Mspc | Accounting, Direct payment from the plan | $21,442 |
| Innovative Software Solutions, Inc. | Recordkeeping, Direct payment from the plan | $18,924 |
| Investment Performance Services Llc | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $15,000 |
| O'sullivan Associates, Inc | Actuarial, Direct payment from the plan | $8,800 |