Cleveland Bakers And Affiliated Unions 401(k) Plan
Sponsored by Cleveland Bakers And Affiliated Unions 401(k) Plan · EIN 340082405 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 3,301
- With balances
- 3,250
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Investment advisory (participants), Investment management | $154,375 |
| Cadaret, Grant & Company | Investment advisory (plan), Investment management fees (direct) | $75,124 |
| Mogila Law Group Llc | Legal, Direct payment from the plan | $30,000 |
| Citrin Cooperman & Company, Llp | Accounting, Direct payment from the plan | $20,000 |
| Wb Advisors | Contract administrator, Direct payment from the plan | $12,000 |