AUMdb

Tile Industry Retirement Savings Trust Fund

Sponsored by Board Of Trustees, Tile Industry Retirement Savings · EIN 956118656 · Plan #001

Total assets
$170M
Net assets
$130M
Active participants
1,980
With balances
3,438

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
Investment Performance Services Llc CRD 105527 deterministic · 100% 2024
Wedge Capital Management Llp CRD 106234 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wedge Capital Management Llp Investment management, Investment management fees (direct) $124,509
Benesys, Inc. Contract administrator, Direct payment from the plan $114,144
Investment Performance Services Llc Consulting (general), Investment advisory (plan) $80,000
Melissa W Cook & Associates Legal $50,706
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $36,750
U.S. Bank Na Custodial (securities), Investment management, Direct payment from the plan $24,712
Kennedy Law Firm Legal $19,890
Mufg Union Bank Other services $15,042
Alsweet Associates Accounting $8,154