Teamsters Local 408 Pension Plan
Sponsored by Trustees Of Teamsters Local 408 Pension And Welfare Funds · EIN 226172437 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 175
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott, Llc | Investment management, Investment management fees (direct) | $194,512 |
| The Segal Company | Actuarial, Consulting (pension) | $187,265 |
| Oppenheimer & Co., Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $108,041 |
| Mspc | Accounting, Direct payment from the plan | $79,882 |
| Blackrock Instutional Trust Co. | Investment management, Investment management fees (direct) | $66,988 |
| Rosalind Tomeio | Employee (plan), Direct payment from the plan | $47,255 |
| Kimberly Romeo | Employee (plan), Direct payment from the plan | $40,115 |
| Comerica Bank & Trust, Na | Custodial (securities), Direct payment from the plan | $26,806 |
| Zazzali, Fagella, Nowak, Kleinbaum | Legal, Direct payment from the plan | $18,715 |
| Jbm Computer Consultants, Inc. | Recordkeeping, Direct payment from the plan | $11,916 |