Minneapolis Retail Meat Cutters And Food Handlers Pension Fund
Sponsored by Board Of Trustees, Minneapolis Retail Meat Cutters · EIN 410905139 · Plan #001
- Total assets
- $679M
- Net assets
- $605M
- Active participants
- 1,611
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Ryan Alm Advisers, Llc CRD 135781 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Investment Management Co | Investment advisory (plan), Investment management, Investment management fees (direct) | $479,492 |
| Wilson Mcshane Corporation | Contract administrator, Copying and duplicating, Direct payment from the plan | $334,800 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $320,955 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $263,839 |
| The Segal Company (Midwest) Inc. | Actuarial, Direct payment from the plan | $233,306 |
| Boston Trust Walden Company | Investment management, Investment management fees (direct) | $211,959 |
| Slevin & Hart Pc | Legal, Direct payment from the plan | $186,319 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $170,485 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $153,761 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $146,222 |
| Midwest Inst. (Bmo Harris Bank) | Custodial (securities), Direct payment from the plan | $94,063 |
| Ryan Alm Advisers, Llc | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $39,008 |
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $35,965 |
| Agilis Partners Llc | Consulting (pension), Direct payment from the plan | $20,000 |
| Defrehn And Associates Llc | Trustee (individual), Direct payment from the plan | $9,000 |
| Lifestatus360, Llc | Other services, Direct payment from the plan | $5,850 |