Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund
Sponsored by Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund · EIN 251046087 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 431
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foster & Foster, Inc. | Actuarial | $69,711 |
| Investment Consulting Services | Investment advisory (plan) | $62,840 |
| Diclaudio & Kramer, Llc | Accounting | $57,265 |
| Meyer, Unkovic & Scott | Legal | $40,742 |
| Pnc Advisors | Custodial (securities), Investment management fees (indirect), Float revenue | $21,277 |
| Logan, Mettley & Newcomer, Plc | Legal | $21,014 |