Teamsters Local Union 299 Multi Employer 401(k) Plan
Sponsored by Teamsters Local Union 299 · EIN 380679250 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.8M
- Active participants
- 316
- With balances
- 391
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Sentinel Benefits & Financial Group | $36,675 | |
| Lotito & Lazzara, P.C. | $26,000 | |
| Cygnet Financial Planning, Inc. | $8,593 | |
| Fiduciary Firewall Consulting | $6,243 | |
| Fidelity Investments | $5,043 | |
| Corporate Plan Administrators, Inc. | $4,800 | |
| Varnum Llp | $2,193 |