Stauffer Biscuit Company Pension Plan
Sponsored by D. F. Stauffer Biscuit Company, Inc · EIN 231341694 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 9
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
| John Hancock Investment Management Llc CRD 105790 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Federated Investment Management Company CRD 105138 | fuzzy_auto · 98% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| First Trust Advisors Lp CRD 107027 | fuzzy_auto · 99% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fulton Financial Advisors | Consulting (pension), Custodial (securities), Trustee (institutional) | $125,602 |
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $108,390 |
| Federated Investors Fund | Investment management, Investment management fees (indirect) | $10,315 |
| Goldman Sachs Asset Management, L.P | Investment management, Investment management fees (indirect) | $0 |
| Gqg Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| John Hancock Investment Management | Investment management, Investment management fees (indirect) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Federated Investment Management Com | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| First Trust Advisors L.P. | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Funds | Investment management, Investment management fees (indirect) | $0 |
| Spdr State Street Global Advisors | Investment management, Investment management fees (indirect) | $0 |