Bac 1 Supplemental Retirement Fund
Sponsored by Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund · EIN 411868381 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 345
- With balances
- 370
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mairs And Power Inc CRD 110351 | fuzzy_auto · 96% | 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 |
|---|---|---|
| Mairs & Powers | Investment management, Investment management fees (direct), Soft dollars commissions | $30,848 |
| Milliman | Custodial (securities), Direct payment from the plan | $22,825 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $12,732 |
| Marquette Associates | Direct payment from the plan, Investment advisory (plan), Investment management | $12,500 |
| Wilson Mcshane | Contract administrator, Recordkeeping, Direct payment from the plan | $11,563 |