Teamsters Local 469 Pension Plan
Sponsored by Trustees Of Teamsters Local No. 469 Pension Fund · EIN 226172237 · Plan #001
- Total assets
- $164M
- Net assets
- $163M
- Active participants
- 69
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 98% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $125,000 |
| Westfield Capital Management | Investment management, Investment management fees (direct) | $89,723 |
| O'sullivan Associates, Inc. | Actuarial, Direct payment from the plan | $60,387 |
| Fabian & Byrn Llc | Contract administrator, Direct payment from the plan | $59,105 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct) | $53,577 |
| Innovative Software Solutions, Inc. | Recordkeeping, Direct payment from the plan | $44,870 |
| Amalgatrust | Investment management, Investment management fees (direct) | $38,255 |
| Mspc | Accounting, Direct payment from the plan | $37,444 |
| Martha Defazio | Employee (plan), Direct payment from the plan | $29,641 |
| Hardman Johnston Global Advisors Ll | Investment management, Investment management fees (direct) | $23,748 |
| Prudential Insurance Co. | Investment management, Investment management fees (direct) | $22,027 |
| Kroll, Heineman, Ptasiewicz & Parso | Legal, Direct payment from the plan | $7,764 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $6,588 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $0 |