AUMdb

Utah Bakers Pension Trust Fund

Sponsored by Trustees Of The Utah Bakers Pension Trust Fund · EIN 876128330 · Plan #001

Total assets
$9.4M
Net assets
$9.3M
Active participants
107
With balances
0

Plan year beginning 02/01/2024

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
Roy & Associates, Inc. Actuarial, Direct payment from the plan $117,165
Reinhart Boerner Van Deuren Sc Legal $41,255
Us Bank Custodial (securities), Investment advisory (plan) $31,275
Southwest Service Administrators Plan administrator $29,473
Henningfield & Associates, Inc. Accounting $16,000