South Central Minnesota Electrical Workers Retirement And 401(k) Plan
Sponsored by Trustees Of South Central Minnesota Elec Workers Retirement And 401(k) · EIN 411390063 · Plan #002
- Total assets
- $336M
- Net assets
- $336M
- Active participants
- 1,621
- With balances
- 1,639
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping, Participant loan processing, Float revenue | $95,670 |
| Wilson Mcshane Corporation | Claims processing, Contract administrator, Recordkeeping | $76,453 |
| Rbc Wealth Management | Investment advisory (plan) | $40,000 |
| Legacy Professionals Llp | Accounting | $18,535 |
| Shumaker, Loop & Kendrick | Legal | $15,995 |
| South Central Hw Fund Rec Agency | Contract administrator | $13,728 |