AUMdb

Minneapolis Retail Meat Cutters And Food Handlers Variable Annuity Pension Plan

Sponsored by Board Of Trustees, Minneapolis Retail Meat Cutters And · EIN 832598425 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
3,535
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
Segal Advisors, Inc. CRD 114687 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Segal Company Actuarial, Consulting (general), Direct payment from the plan $224,655
Wilson Mcshane Corporation Contract administrator, Copying and duplicating, Direct payment from the plan $206,400
Slevin & Hart, P.C Legal, Direct payment from the plan $51,186
Morgan, Lewis, & Bockius Llp Legal, Direct payment from the plan $41,336
Legacy Professionals Llp Accounting, Direct payment from the plan $19,993
Segal Marcos Advisors Investment advisory (plan), Direct payment from the plan $7,239
Bmo Harris Bank Na Custodial (securities), Direct payment from the plan $5,246
Segal Select Insurance Services Inc Insurance agents and brokers, Direct payment from the plan, Insurance brokerage commissions $2,793