AUMdb

Minnesota Nurses Association Pension Plan

Sponsored by Minnesota Nurses Association · EIN 410417949 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
63
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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $47,400
Sageview Advisory Group Llc Investment advisory (plan), Direct payment from the plan $28,800