AUMdb

Teamsters Local 777 Severance And Retirement Plan

Sponsored by Trustees Of Teamsters Local 777 Severance And Retirement Plan · EIN 363980892 · Plan #001

Total assets
$7.6M
Net assets
$7.5M
Active participants
2,126
With balances
5,122

Plan year beginning 01/01/2024 · Money purchase

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
Maritza Muniz Employee (plan) $94,844
Jp Morgan Securities, Llc Investment management, Float revenue $64,079
Shahul Hameed Abdul Jaffer Other services $20,000
Calibre Cpa Group, Pllc Accounting $13,000