Plan Snapshot
- Plan Sponsor: Trustees, Southern Region Of Teamsters Pension Trust Fund
- Sponsor EIN: 750865705
- Sponsor Address: 8441 GULF FREEWAY, SUITE 304, HOUSTON, TX, 77017
- Plan Type: DB
- Total Participants: 223
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $40.0M | $2.0M | $859,385 |
| 2023 | 250 | $35.7M | $1.9M | $803,746 |
| 2022 | 498 | $31.1M | $1.8M | $766,342 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | Auditor | $24,670 | — | $24,670 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,670
- Estimated Expense Ratio: 0.062% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $626,459 | $166,063 | $82,737 | $24,670 | — |
| 2023 | $590,671 | $146,842 | $83,820 | $18,500 | — |
| 2022 | $595,500 | $140,278 | $86,952 | — | $283,360 |