Teamsters Local Union 500 Severance Trust Fund
Sponsored by Teamsters Local Union 500 Severance Trust Fund Board Of Trustees · EIN 237376385 · Plan #001
- Total assets
- $69.1M
- Net assets
- $68.9M
- Active participants
- 938
- With balances
- 1,793
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Administrators & Consultants | Recordkeeping, Claims processing, Direct payment from the plan | $113,403 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $43,420 |
| Morgan Stanley Graystone Consulting | Investment management, Investment management fees (direct) | $40,000 |
| John Hancock Retirement Plan Srvcs. | Investment management fees (direct), Investment advisory (plan) | $20,793 |
| Stevens & Lee Pc | Legal, Direct payment from the plan | $20,469 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $10,190 |