Assets by plan
Share of aggregate retirement assets
- UNION 401(K) Savings (#002)$116.3M
Filings through .
Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries
EIN 35-0577170ManufacturingLatest filing 2025
Plans
4
Retirement
3
$212.8M assets
Health & Benefits
1
$409K premiums
Participants
3,517
350 PEARL STREET - FORT WAYNE, IN 46809260-424-8245
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $212.8M assets / 2,375 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $409K premiums / 1,133 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$409K
- Long-term disability$409K
- Other$409K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN
401(k)
Assets$116.3M
Participants938
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN
401(k)
Assets$93.6M
Participants1,424
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009
PERFECTION BAKERIES, INC. DEFINED BENEFIT PENSION PLAN FOR CERTAIN TEAMSTER UNION EMPLOYEES
Traditional DB
Assets$3.0M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520
PERFECTION BAKERIES, INC. WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$409K
Covered lives1,133
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN | 401(k) | $116.3M | 938 | 2025 |
| #007 | AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN | 401(k) | $93.6M | 1,424 | 2025 |
| #009 | PERFECTION BAKERIES, INC. DEFINED BENEFIT PENSION PLAN FOR CERTAIN TEAMSTER UNION EMPLOYEES | Traditional DB | $3.0M | 13 | 2025 |
- #002 · 401(k) · 2025938
- #007 · 401(k) · 20251,424
- #009 · Traditional DB · 202513
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | PERFECTION BAKERIES, INC. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $409K | 1,133 | 2025 |
- #520 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,133
Retirement plans
Health & Benefits plans