Allete And Affiliated Companies Retirement Plan B
Sponsored by Allete, Inc. & Affiliated Companies · EIN 410418150 · Plan #003
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 276
- 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 | $250,450 |
| Allete Inc. | Contract administrator, Direct payment from the plan | $58,409 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $46,079 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (general), Direct payment from the plan | $43,427 |
| Lockton Retirement Services | Investment management, Direct payment from the plan | $25,982 |
| Reilly, Penner & Benton Llp | Accounting, Direct payment from the plan | $10,825 |
| Tellus Health | Direct payment from the plan, Recordkeeping | $9,807 |