Minnesota Bakers Union Pension Plan
Sponsored by Minnesota Bakers Union Pension Plan · EIN 416018079 · Plan #001
- Total assets
- $227M
- Net assets
- $227M
- Active participants
- 848
- 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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Anchor Capital Advisors Llc CRD 105540 | deterministic · 100% | 2024 |
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
| Mairs And Power Inc CRD 110351 | fuzzy_auto · 97% | 2024 |
| Conestoga Capital Advisors, Llc CRD 111750 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | 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 | $218,218 |
| Rbc Wealth Management | Investment management | $181,700 |
| Anchor Capital Advisors Llc | Investment management | $157,812 |
| Fiduciary Management Inc | Investment management | $140,596 |
| Ivy Investment Management Co | Investment management | $139,730 |
| Mairs & Power Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $84,257 |
| Horizon Actuarial Services Llc | Actuarial | $77,995 |
| Conestoga Capital Advisors | Investment management | $45,231 |
| Betts & Hayes, Ltd | Accounting | $44,100 |
| Rbc Global Asset Management (U.S.) | Investment management | $34,980 |
| The Segal Company | Actuarial | $16,943 |
| Gw&K Investment Management | Investment management | $13,065 |
| Crossmark Global Holdings, Inc. | Investment management | $11,559 |
| Alton Johnson | Other fees | $9,440 |
| Thomas Hughes | Legal | $7,227 |