AUMdb

Teamsters Local 11 Pension Fund

Sponsored by Board Of Trustees Teamsters Local 11 Pension Fund · EIN 226172223 · Plan #001

Total assets
$77.7M
Net assets
$77.2M
Active participants
377
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024
Stacey Braun Associates Inc CRD 105056 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Marquette Associates Consulting (general), Investment advisory (plan), Direct payment from the plan $90,000
Stacey Braun Assoc Inc Investment management, Investment management fees (direct) $79,624
Chicago Benefit Consultants Actuarial, Direct payment from the plan $76,693
Cohen Weiss & Simon Llp Legal, Direct payment from the plan $69,876
Bank Of America Investment management, Investment management fees (direct) $59,581
Mspc Accounting, Direct payment from the plan $33,535
Northern Nj Teamsters Benefit Plan Real estate brokerage, Direct payment from the plan $17,880
Jbm Computer Consultants Recordkeeping, Consulting (general), Direct payment from the plan $12,937