Minnesota Ceramic Tile And Allied Trades Retirement Fund
Sponsored by Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund · EIN 416059404 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 525
- With balances
- 640
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Zenith American Solutions, Inc. | Contract administrator | $57,911 |
| Rbc Wealth Management | Investment advisory (participants) | $40,000 |
| Milliman, Inc | Contract administrator, Recordkeeping | $39,358 |
| Shumaker Loop & Kendrick | Legal | $20,021 |
| Legacy Professionals Llp | Accounting | $18,500 |
| Matrix Trust Company | Custodial (securities) | $13,825 |
| Bac Service Corporation | Contract administrator | $6,455 |