Jones Dairy Farm Union Employees Pension Plan
Sponsored by Jones Dairy Farm & Subsidiary · EIN 390380850 · Plan #007
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 167
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Baird Advisors | Investment management, Investment management fees (direct) | $42,762 |
| Bmo Harris Bank Na | Recordkeeping, Custodial (securities), Trustee (institutional) | $10,219 |