AUMdb

Hormel Foods Corporation Joint Earnings Profit Sharing Trust

Sponsored by Hormel Foods Corporation · EIN 410319970 · Plan #030

Total assets
$424M
Net assets
$424M
Active participants
4,249
With balances
5,812

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Meketa Fiduciary Management, Llc CRD 323605 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Meketa Fiduciary Management Llc Investment advisory (plan) $73,224
Empower Annuity Insurance Company Direct payment from the plan, Sub-transfer agency fees, Distribution (12b-1) fees $47,785
Ernst & Young Us Llp Accounting $38,564
State Street Global Advisors Trust Investment advisory (plan) $37,800
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $529