Teamsters Local 929 Retirement Plan
Sponsored by Trustees Of Teamsters Local 929 Retirement Plan · EIN 232592447 · Plan #001
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 3,105
- With balances
- 3,135
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Administrative Service Professional | Contract administrator, Direct payment from the plan, Accounting | $153,801 |
| John Hancock Retirement Plan Servic | Contract administrator, Recordkeeping, Direct payment from the plan | $137,444 |
| Rbc Wealth Management | Investment management, Direct payment from the plan | $25,393 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $13,250 |
| Spear Wilderman Pc | Legal, Direct payment from the plan | $7,752 |