Teamsters Local 830 Retirement Savings Plan
Sponsored by Board Of Trustees Teamsters Local 830 Retirement Savings Plan · EIN 237367250 · Plan #003
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 2,248
- With balances
- 4,089
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 830 Pension Fund | Recordkeeping, Direct payment from the plan | $373,819 |
| Benefit Plans Administrative Servic | Investment advisory (plan), Direct payment from the plan | $275,647 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $53,750 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $23,968 |