Teamsters Local 641 Pension Fund
Sponsored by Board Of Trustees Teamsters Local 641 Pension Fund · EIN 226220288 · Plan #001
- Total assets
- $562M
- Net assets
- $556M
- Active participants
- 105
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital International, Inc. CRD 110682 | 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 |
|---|---|---|
| Capital International | Investment management, Investment management fees (direct) | $937,474 |
| Groom Law | Legal, Direct payment from the plan | $189,646 |
| Investment Performance Services Llc | Investment advisory (plan), Investment management fees (direct) | $100,000 |
| Jp Morgan Chase Bank, N.A. | Investment management, Investment management fees (direct) | $72,175 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $70,125 |
| Karri Steinmacher | Employee (plan), Direct payment from the plan | $70,035 |
| Diane Florian | Employee (plan), Direct payment from the plan | $67,628 |
| U.S. Bank National Association | Custodial (securities), Investment management fees (direct) | $63,580 |
| Summit Actuarial Services, Llc | Actuarial, Direct payment from the plan | $62,750 |
| Kroll Heineman Ptasiewicz & Parsons | Legal, Direct payment from the plan | $60,000 |
| Mspc | Accounting, Direct payment from the plan | $53,928 |
| Kathleen Kyreakakis | Employee (plan), Direct payment from the plan | $46,450 |
| Gellert Seitz Busenkell & Brown Llc | Legal, Direct payment from the plan | $28,437 |