AUMdb

Teamsters Local 346 Savings & 401(k) Plan

Sponsored by Trustees Teamsters Local 346 Savings & 401(k) Plan · EIN 411872921 · Plan #001

Total assets
$29.6M
Net assets
$29.6M
Active participants
486
With balances
765

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rbc Wealth Management Consulting (general), Investment advisory (plan) $45,000
Alerus Retirement Solutions Recordkeeping, Custodial (securities), Participant communication $29,842
Wilson Mcshane Corporation Accounting, Contract administrator $26,068
Andrew, Bransky & Poole, P.A. Legal $13,493
Legacy Professionals Llp Accounting $12,000