Michael Best & Friedrich Employees' Pension Plan
Sponsored by Michael Best & Friedrich, Llp · EIN 390934985 · Plan #003
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 104
- 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management | Investment management, Direct payment from the plan | $62,875 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $0 |