Totaltrust Retirement Fund
Sponsored by Board Of Trustees, Totaltrust Retirement Fund · EIN 466133352 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.1M
- Active participants
- 1,282
- With balances
- 1,695
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $117,692 |
| Totaltrust, Llc | Contract administrator, Direct payment from the plan | $95,763 |
| Hudson Edge Investment Partners,Inc | Investment management, Investment management fees (direct) | $21,223 |
| Mccracken Stemerman & Holsberry Llp | Legal, Direct payment from the plan | $19,951 |