Plan Snapshot
- Plan Sponsor: Bakers' Local No 433 Pension Plan
- Sponsor EIN: 420653453
- Sponsor Address: 1248 RIVER DRIVE, NORTH SIOUX CITY, SD, 57049
- Plan Type: DB
- Total Participants: 0
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $4.9M | $0 | $0 |
| 2023 | 0 | $146.5M | $0 | $0 |
| 2022 | 0 | $140.4M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | Recordkeeper | $359,446 | — | $359,446 |
| GREGORY BARNES | Other Service Provider | $137,249 | — | $137,249 |
| R SCOTT GREGORY | Other Service Provider | $60,916 | — | $60,916 |
| PENSION BENEFIT GUARANTY CORP | Other Service Provider | $29,785 | — | $29,785 |
| KUTAK ROCK LLP | ERISA Attorney | $23,603 | — | $23,603 |
| BMG CPAS, LLP | Other Service Provider | $20,904 | — | $20,904 |
| USI INSURANCE LLC | Other Service Provider | $11,636 | — | $11,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS, LLC — Recordkeeper
- KUTAK ROCK LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $643,539
- Estimated Expense Ratio: 13.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,103,977 | $359,446 | — | $20,904 | — |
| 2023 | $706,766 | $420,751 | — | $20,393 | — |
| 2022 | $747,955 | $461,942 | — | — | $66,391 |