# Trustees, Southern Region Of Teamsters Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-southern-region-of-teamsters-pension-trust-fund-plan

> Trustees, Southern Region Of Teamsters Pension Trust Fund's DB plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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