New England Teamsters Local 25 Savings And Investment 401(k) Plan
Sponsored by Teamsters Local Union No. 25 · EIN 041172100 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- 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. | Recordkeeping, Participant loan processing, Direct payment from the plan | $63,899 |
| Global Retirement Partners | Investment management fees (direct), Investment advisory (participants), Investment advisory (plan) | $46,972 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $7,518 |