Teamsters Negotiated Pension Plan
Sponsored by Teamsters Negotiated Pension Plan · EIN 436196083 · Plan #001
- Total assets
- $713M
- Net assets
- $712M
- Active participants
- 2,158
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 98% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Centersquare Investment Management Llc CRD 290078 | fuzzy_auto · 96% | 2024 |
| Investment Consulting Services, Llc CRD 122064 | fuzzy_auto · 95% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fuller & Thaler Asset Management | Investment management | $178,293 |
| Us Bancorp | Custodial (securities) | $160,232 |
| Commerce Trust Company | Investment management | $147,504 |
| Boyd Watterson Asset Management | Investment management | $118,694 |
| Centersquare Investment Mgmt, Llc | Investment management | $112,594 |
| Investment Consultant Services | Investment advisory (plan) | $73,000 |
| Kiefer Bonfanti & Co. Llp | Accounting | $36,958 |
| Hammond And Shinners, P.C. | Legal | $26,826 |
| Rhumbline Advisors | Investment management | $9,612 |
| Milliman Consultants And Actuaries | Actuarial | $7,539 |
| Bny Mellon Asset Management | Investment management | $0 |