Northern California Tile Industry Defined Contribution Plan
Sponsored by Board Of Trustees, Northern California Tile Industry · EIN 946129121 · Plan #002
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 588
- With balances
- 2,856
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Administrators Inc. | Contract administrator, Direct payment from the plan | $50,771 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $40,437 |
| Loomis Sayles | Investment management, Investment management fees (direct), Soft dollars commissions | $38,443 |
| Kraw Law Group | Legal, Direct payment from the plan | $35,238 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $26,400 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $22,400 |
| Polen Capital | Investment management fees (direct) | $19,547 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $16,831 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $15,171 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $12,422 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan | $11,932 |