Ufcw Local Union 1189 And St. Paul Food Employers Defined Contribution Plan
Sponsored by Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont · EIN 411930820 · Plan #001
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 7,276
- With balances
- 7,478
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc | Recordkeeping | $413,375 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $42,118 |
| Fiducient Advisors | Investment advisory (participants) | $35,100 |
| Wilson Mcshane Corporation | Contract administrator, Copying and duplicating | $21,805 |
| Legacy Professionals Llp | Accounting | $20,538 |
| Shumaker, Loop, & Kendrick, Llp | Legal | $20,113 |
| Fr Secure | Consulting (general) | $5,470 |