Teamsters Local 456 Annuity Fund
Sponsored by Board Of Trustees Local 456 Annuity Fund · EIN 136889226 · Plan #001 · Elmsford, NY
- Total assets
- $254M
- Net assets
- $236M
- Active participants
- 1,046
- With balances
- 1,810
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 |
|---|---|---|
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct), Consulting fees | $246,300 |
| Clearbridge Investments, Llc | Investment management, Investment management fees (direct) | $208,496 |
| Lord Abbett & Co. Llc | Investment management, Investment management fees (direct) | $177,795 |
| Global Trust Company | Trustee (institutional), Investment management, Investment management fees (direct) | $140,347 |
| Blackrock C/O The Chrys Group At Ml | Investment management, Investment management fees (direct) | $113,421 |
| Blitman & King Llp | Legal, Direct payment from the plan | $88,273 |
| Jp Morgan | Investment management, Investment management fees (direct) | $64,443 |
| M&T Bank Inst'l Retirement Services | Custodial (securities), Investment management fees (direct) | $61,923 |
| Brenda Galea Ritch | Plan administrator, Direct payment from the plan | $35,808 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $35,532 |
| Cohen & Steers | Investment management, Investment management fees (direct) | $20,731 |
| Tpa Corporation | Consulting (general), Direct payment from the plan, Consulting fees | $20,019 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $18,805 |
| Hess Technology Consulting, Inc. | Consulting (general), Direct payment from the plan, Consulting fees | $7,834 |