Northern Mn Wi Area Retail Clerks Pension Fund
Sponsored by Trustees Of Northern Mn Wi Area Retail Clerks Pension Fund · EIN 416055635 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 1,510
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Contract administrator, Recordkeeping, Copying and duplicating | $251,836 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $92,415 |
| Segall Bryant & Hamill, Llc | Investment management, Investment management fees (direct), Securities brokerage commissions | $89,225 |
| Boston Partners Global Investors | Investment management, Investment management fees (direct), Securities brokerage commissions | $79,934 |
| Segal Consulting | Actuarial | $67,663 |
| Reinhart Boerner Van Deuren | Legal | $52,380 |
| Fiducient Advisors | Investment advisory (plan) | $45,400 |
| Midwest Institutional Trust Company | Custodial (securities), Finders' fees/placement fees, Float revenue | $34,852 |
| Legacy Professionals Llp | Accounting | $23,576 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $12,305 |
| Wells Fargo | Custodial (other) | $10,632 |