AUMdb

Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension Fund

Sponsored by Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers · EIN 516029930 · Plan #001

Total assets
$481M
Net assets
$481M
Active participants
1,310
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
H.I.G. Capital, Llc CRD 160711 deterministic · 100% 2024
Mairs And Power Inc CRD 110351 fuzzy_auto · 97% 2024
Chevy Chase Trust Company CRD 110742 deterministic · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
H.I.G Capital Llc Investment management, Direct payment from the plan, Investment management fees (direct) $374,660
Zenith American Solutions Contract administrator, Copying and duplicating, Other services $219,554
Mairs & Power, Inc. Investment management, Investment management fees (direct), Soft dollars commissions $214,488
The Segal Company Actuarial $209,049
Chevy Chase Trust Investment management, Investment management fees (direct) $150,717
Bac Service Corp Contract administrator $120,558
Ullico Investment Advisors, Inc. Investment management, Investment management fees (direct) $106,456
Marquette Associates Investment advisory (plan), Investment management $93,750
Union Bank And Trust Custodial (securities), Account maintenance fees $67,238
Fidelity Institutional Asset Manage Investment management, Direct payment from the plan, Investment management fees (direct) $65,440
Shumaker, Loop And Kendrick Legal $46,850
Cliftonlarsonallen Llp Accounting $40,756
Whitestar Investment management, Investment management fees (direct) $5,085