Teamsters Local Union No. 727 Pension Plan
Sponsored by Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan · EIN 366102397 · Plan #001
- Total assets
- $607M
- Net assets
- $606M
- Active participants
- 2,241
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital, Inc. CRD 291025 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Investment management | $326,815 |
| Z. Frankenbach | Employee (plan) | $148,783 |
| R. Laino | Plan administrator | $137,222 |
| Washington Capital | Investment management | $126,400 |
| Ctm Legal Group | Legal | $117,344 |
| M. Moore | Employee (plan) | $114,325 |
| Strategic Capital | Investment advisory (plan) | $99,999 |
| C. Dymon | Employee (plan) | $96,025 |
| Foster And Foster | Actuarial | $87,505 |
| T. Marino | Employee (plan) | $74,595 |
| C. Jacobazzi | Employee (plan) | $61,593 |
| Legacy Professionals Llp | Accounting | $60,350 |
| B. Affetto | Employee (plan) | $59,547 |
| R. Clancy | Employee (plan) | $53,840 |
| A. Jozwicki | Employee (plan) | $49,894 |
| Willig, Williams & Davidson | Legal | $45,067 |
| M. Pryor | Employee (plan) | $44,478 |
| Comerica Bank | Custodial (other), Custodial (securities), Investment management | $43,510 |
| B. Rodriguez | Employee (plan) | $43,337 |
| C. Tominberg | Consulting (general), Trustee (individual) | $42,832 |
| S. Johnson | Employee (plan) | $42,765 |
| B. Martinez | Employee (plan) | $41,221 |
| V. Naples | Employee (plan) | $40,213 |
| G. Youmans | Consulting (general), Trustee (individual) | $39,493 |
| G. Shamoon | Employee (plan) | $29,796 |
| J. Martinez | Employee (plan) | $29,319 |
| C. Laino | Employee (plan) | $26,315 |
| Amalgamated Bank | Investment management, Direct payment from the plan, Float revenue | $24,477 |
| Viveka Health | Other services | $23,454 |
| American Arbitration Association | Legal | $15,600 |
| D. Glass | Trustee (individual) | $8,743 |
| Mr. Microchip Software Center, Inc. | Other services | $6,799 |
| K Plus Technology Solutions | Other services | $5,693 |
| Elite Admin & Insurance Group, Inc. | Insurance brokerage commissions | $0 |