Teamsters Local 676 And Employers Annuity Fund
Sponsored by Teamsters Local 676 Employers Annuity Fund · EIN 226477476 · Plan #001
- Total assets
- $50.5M
- Net assets
- $50.3M
- Active participants
- 466
- With balances
- 1,341
Plan year beginning 01/01/2024 · Profit-sharing
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 | $53,456 |
| John Hancock Trust Company Llc | Recordkeeping fees, Custodial (securities), Direct payment from the plan | $48,320 |
| Rbc Wealth Management | Direct payment from the plan, Investment advisory (plan) | $30,000 |
| Willig, Williams & Davidson | Legal, Direct payment from the plan | $18,081 |
| Alan Ross & Company Pc | Direct payment from the plan, Accounting | $11,500 |