SOUTHWEST MONEY MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
52,249
Total plan assets
$991.4M
Filings (rows)
13
Direct comp
$783K
Indirect comp
$0
SERVICES PROVIDED
Other13
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES TEAMSTERS MISCELLANEOUS SECURITY FUND TEAMSTERS MISCELLANEOUS SECURITY FUND | PASADENA, CA | Other NONE | 13,986 | $329.7M | $225K |
| BOARD OF TRUSTEES TEAMSTERS MISCELLANEOUS SECURITY FUND TEAMSTERS MISCELLANEOUS SECURITY FUND | PASADENA, CA | Other NONE | 13,979 | $296.2M | $210K |
| BOARD OF TRUSTEES TEAMSTERS MISCELLANEOUS SECURITY FUND TEAMSTERS MISCELLANEOUS SECURITY FUND | PASADENA, CA | Other NONE | 13,212 | $266.2M | $196K |
| BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST | WEST COVINA, CA | Other NONE | 1,390 | $22.6M | $10K |
| BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST | WEST COVINA, CA | Other NONE | 1,421 | $21.3M | $7K |
| BOARD OF TRUSTEES TEAMSTERS MULTI-BENEFIT TRUST TEAMSTERS MULTI-BENEFIT TRUST 1200 WILSHIRE BLVD 5TH FLOOR LOS ANGELES, CA 90017 | LOS ANGELES, CA | Other NONE | 1,763 | $14.4M | $31K |
| BOARD OF TRUSTEES TEAMSTERS MULTI-BENEFIT TRUST TEAMSTERS MULTI-BENEFIT TRUST 1200 WILSHIRE BLVD 5TH FLOOR LOS ANGELES, CA 90017 | LOS ANGELES, CA | Other NONE | 1,966 | $14.4M | $31K |
| BOARD OF TRUSTEES TEAMSTERS MULTI-BENEFIT TRUST TEAMSTERS MULTI-BENEFIT TRUST 1200 WILSHIRE BLVD 5TH FLOOR LOS ANGELES, CA 90017 | LOS ANGELES, CA | Other NONE | 830 | $12.8M | $32K |
| THE BOARD OF TRUSTEES OF SOUTHERN CALIF DAIRY INDUSTRY SECURITY FUND SOUTHERN CALIFORNIA DAIRY INDUSTRY SECURITY FUND | LOS ANGELES, CA | Other NONE | 51 | $5.0M | $7K |
| BOARD OF TRUSTEES, TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PLA TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PL | LOS ANGELES, CA | Other NONE | 1,975 | $4.7M | $10K |
| BOARD OF TRUSTEES, TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PLA TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PL | LOS ANGELES, CA | Other NONE | 1,568 | $4.3M | $10K |
| THE BOARD OF TRUSTEES OF GENERAL TEAMSTERS & EMPLOYERS TRUST FUND GENERAL TEAMSTERS & EMPLOYERS TRUST FUND | LOS ANGELES, CA | Other NONE | 53 | — | $7K |
| THE BOARD OF TRUSTEES OF GENERAL TEAMSTERS & EMPLOYERS TRUST FUND GENERAL TEAMSTERS & EMPLOYERS TRUST FUND | LOS ANGELES, CA | Other NONE | 55 | — | $7K |