Twin Cities Bakery Drivers Pension Plan
Sponsored by Twin Cities Bakery Drivers Pension Fund · EIN 416172265 · Plan #001
- Total assets
- $97.1M
- Net assets
- $97.0M
- Active participants
- 256
- 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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
| Anchor Capital Advisors Llc CRD 105540 | deterministic · 100% | 2024 |
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
| Conestoga Capital Advisors, Llc CRD 111750 | deterministic · 100% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Gw&K Investment Management, Llc CRD 121942 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Formula Corporation | Contract administrator | $139,320 |
| Rbc Capital Markets Llc | Investment management | $122,581 |
| Horizon Acruarial Services Llc | Actuarial | $104,819 |
| Anchor Capital Advisors Llc | Investment management | $83,681 |
| Fiduciary Management Inc | Investment management | $54,281 |
| Ivy Investment Management Co | Investment management | $46,182 |
| Thomas M Hughes, Ltd | Legal | $29,680 |
| Betts & Hayes, Ltd | Accounting | $27,056 |
| Conestoga Capital Advisors | Investment management | $25,016 |
| Boston Trust Walden | Investment management | $19,867 |
| Gw&K Investment Management | Investment management | $12,770 |