Michigan Sugar Company And Bakery, Confectionary, Tobacco Workers & Grain Millers, Afl Cio
Sponsored by Michigan Sugar Company · EIN 383561416 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 74
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Star Trust Bank | Investment advisory (participants), Direct payment from the plan | $60,562 |
| Principal Costodial Solutions | Trustee (institutional), Direct payment from the plan | $40,903 |
| Watkins, Ross & Co | Actuarial, Direct payment from the plan | $21,905 |
| Creative Planning, Inc | Investment management, Direct payment from the plan | $10,000 |