# Joint Board Of Trustees, Bakery & Confectionery Union & Industry DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-bakery-confectionery-union-industry-plan-001

> Joint Board Of Trustees, Bakery & Confectionery Union & Industry's DB plan: 14,943 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees, Bakery & Confectionery Union & Industry

- **Sponsor EIN:** 526118572

- **Sponsor Address:** 10401 CONNECTICUT AVENUE, KENSINGTON, MD, 208953960

- **Plan Type:** DB

- **Total Participants:** 14,943

- **Total Assets:** $6.6B

## 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|14,943|$6.6B|$157.7M|$0|

| 2023|14,954|$3.4B|$139.3M|$0|

| 2022|14,666|$3.7B|$148.6M|$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|

| SALARIES - MANAGEMENT|EMPLOYEES|$2,368,873|—|$2,368,873|

| SALARIES - PENSION|EMPLOYEES|$1,551,854|—|$1,551,854|

| LOOMIS SAYLES & COMPANY|NONE|$1,110,222|—|$1,110,222|

| SALARIES - ADMINISTRATIVE SERVICES|EMPLOYEES|$1,017,954|—|$1,017,954|

| INCOME RESEARCH & MANAGEMENT|NONE|$715,737|—|$715,737|

| SEGAL COMPANY|NONE|$585,431|—|$585,431|

| MANNING & NAPIER|NONE|$580,990|—|$580,990|

| ASB CAPITAL MANAGEMENT|NONE|$562,657|—|$562,657|

| PNC BANK NA|NONE|$478,586|—|$478,586|

| NISA INVESTMENT ADVISORS, LLC|NONE|$468,441|—|$468,441|

| SEGAL MARCO ADVISORS|NONE|$460,625|—|$460,625|

| BREDHOFF & KAISER|NONE|$455,355|—|$455,355|

| WITHUMSMITH AND BROWN|NONE|$454,229|—|$454,229|

| SALARIES - ITS|EMPLOYEES|$404,853|—|$404,853|

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$387,944|—|$387,944|

| BOSTON PARTNERS|NONE|$333,899|—|$333,899|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|$273,185|—|$273,185|

| WALTER SCOTT & PARTNERS LIMITED|NONE|$249,871|—|$249,871|

| BANK OF NEW YORK MELLON|NONE|$179,331|—|$179,331|

| LITTLER MENDELSON|NONE|$168,156|—|$168,156|

| PRINCIPAL ASSET MANAGEMENT|NONE|$137,399|—|$137,399|

| PARAMETRIC CLIFTON|NONE|$118,629|—|$118,629|

| WESTFIELD CAPITAL MANAGEMENT COMPAN|NONE|$116,764|—|$116,764|

| PACIFIC INVESTMENT MANAGEMENT COMPA|NONE|$114,084|—|$114,084|

| MACQUIRE|NONE|$97,681|—|$97,681|

| CONGRESS ASSET MANAGEMENT|NONE|$89,903|—|$89,903|

| AMALGAMATED BANK OF NEW YORK|NONE|$84,277|—|$84,277|

| ALLIANCE BERNSTEIN|NONE|$82,572|—|$82,572|

| MACKAY SHIELDS|NONE|$58,856|—|$58,856|

| KELLY PRESS|NONE|$56,172|—|$56,172|

| KRAW LAW GROUP, APC|NONE|$27,003|—|$27,003|

| DOYLE PRINTING|NONE|$22,855|—|$22,855|

| POTOMAC INFORMATION SYSTEMS|NONE|$18,901|—|$18,901|

| BNYM MELLON AFL-CIO SL SIF|NONE|$18,439|—|$18,439|

| PAYCHEX|NONE|$13,825|—|$13,825|

| PENSION BENEFIT INFORMATION|NONE|$12,767|—|$12,767|

| GRAMMARLY INC|NONE|$12,045|—|$12,045|

| ARCHSCAN LLC|NONE|$11,593|—|$11,593|

| GENESIS NETWORKING|NONE|$11,236|—|$11,236|

| CMS MAILING SERVICES|NONE|$11,026|—|$11,026|

| LEXIS NEXIS|NONE|$8,251|—|$8,251|

| ZIX CORP|NONE|$6,669|—|$6,669|

| GIARMARCO MULLINS & HORTON, P.C.|NONE|$6,525|—|$6,525|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BREDHOFF & KAISER](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

- [WITHUMSMITH AND BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [PRINCIPAL ASSET MANAGEMENT](https://planprovider.pro/provider/principal-asset-management) — NONE

- [MACKAY SHIELDS](https://planprovider.pro/provider/john-hancock) — NONE

- [PAYCHEX](https://planprovider.pro/provider/paychex) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,945,665

- **Estimated Expense Ratio:** 0.212% 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|$19,312,816|$6,319,426|—|$207,811|—|

| 2023|$24,301,657|$7,996,306|—|$290,046|—|

| 2022|$22,149,302|$9,378,000|—|—|$2,863,528|

## Similar Plans

- [H&S Bakery, INC.](https://planprovider.pro/companies/h-s-bakery-inc-401k-plan-005) — 979 participants

- [H&S Bakery, INC.](https://planprovider.pro/companies/h-s-bakery-inc-401k-plan-004) — 633 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-bakery-confectionery-union-industry-plan-001)

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