Bar & Restaurant And On Sale Pension Plan
Sponsored by Joint Board Of Trustees Of Local 17 · EIN 416158573 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 236
- 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 |
|---|---|---|
| Mairs And Power Inc CRD 110351 | deterministic · 100% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Contract administrator | $40,600 |
| Segal Company | Actuarial | $40,415 |
| Mairs And Power, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $25,599 |
| Standard Valuations, Inc. | Investment management | $13,000 |
| Shumaker, Loop & Kendrick, Llp | Legal | $11,674 |
| Betts & Hayes | Accounting | $11,025 |
| Union Bank And Trust | Custodial (securities) | $4,549 |