Teamsters Union Local No. 142 Annuity Fund
Sponsored by Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund · EIN 273032105 · Plan #001
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 1,330
- With balances
- 1,283
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Copying and duplicating | $99,718 |
| Jay Smith | Plan administrator, Employee (plan) | $82,154 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $27,500 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $20,675 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Other investment fees and expenses | $10,515 |
| Asher Gittler & D'alba Ltd | Legal, Direct payment from the plan | $9,600 |
| Bmo Harris Bank N.A. | Custodial (other) | $7,737 |
| Ledbetter Partners Llc | Legal, Direct payment from the plan | $5,189 |