United States Bakery Profit Sharing & 401(k) Plan
Sponsored by United States Bakery · EIN 930302130 · Plan #001 · Portland, OR
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 1,051
- With balances
- 1,337
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Milliman Investments | Trustee (institutional) | $111,615 |
| Morgan Stanley Global Bank Ops | Trustee (institutional) | $38,000 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $30,132 |
| Matrix Trust | Custodial (securities), Trustee (directed), Direct payment from the plan | $29,315 |