Allete & Affiliated Companies Retirement Plan C
Sponsored by Allete, Inc. & Affiliated Companies · EIN 410418150 · Plan #005
- Total assets
- $422M
- Net assets
- $422M
- Active participants
- 143
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Direct payment from the plan | $673,885 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $119,870 |
| Lockton Retirement Services | Investment management, Direct payment from the plan | $69,362 |
| Allete Inc. | Contract administrator, Direct payment from the plan | $52,874 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (general), Direct payment from the plan | $45,587 |
| Tellus Health | Recordkeeping, Direct payment from the plan | $29,421 |
| Reilly, Penner & Benton Llp | Accounting | $23,225 |