Local 25 New England Teamsters Savings And Investment Plan
Sponsored by New England Teamsters Local Union No. 25 (Sip) · EIN 043320357 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (individual) | $34,884 |
| Global Retirement Partners | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $26,389 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $5,360 |