Southern Region Of Teamsters Pension Plan
Sponsored by Trustees, Southern Region Of Teamsters Pension Trust Fund · EIN 750865705 · Plan #333
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 223
- With balances
- 0
Plan year beginning 01/01/2024 · Association retirement plan (MEP)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dulaney & Company, Inc. | Actuarial, Direct payment from the plan | $183,600 |
| Benefit Resources, Inc. | Contract administrator, Direct payment from the plan | $82,737 |
| Robert Harrell Incorporated | Consulting (pension), Direct payment from the plan | $76,795 |
| Baab & Denison, Llp | Legal, Direct payment from the plan | $41,000 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $24,670 |
| Albert Levy, P.C. | Legal, Direct payment from the plan | $24,000 |
| C.S. Mckee, L.P. | Investment management, Investment management fees (direct) | $16,966 |