Local 463 Entenmann's Salesperson's Trust Fund
Sponsored by Bimbo Bakeries Usa Inc · EIN 752491201 · Plan #463 · Drums, PA
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 162
- With balances
- 162
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Custodial (other), Custodial (securities), Trustee (institutional) | $33,542 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $32,810 |
| Loomis Sayles | Investment management fees (direct) | $16,013 |
| Bacheler & Company Pc | Accounting, Direct payment from the plan | $11,521 |
| Willig, Williams, And Davidson | Legal, Direct payment from the plan | $9,060 |
| Administrative Service Professional | Claims processing, Contract administrator, Plan administrator | $6,266 |