Mosaic & Terrazzo Workers' Annuity Fund
Sponsored by The Board Of Trustees Of The Mosaic Terrazzo Workers Annuity Fund · EIN 113454940 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.3M
- Active participants
- 258
- With balances
- 328
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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mosaic & Terrazzo Pension Fund | Legal | $98,473 |
| Invesco Stable Value Trust | Investment management fees (direct) | $41,184 |
| Chevy Chase Trust Company | Accounting, Investment management fees (direct), Trustee (individual) | $21,940 |
| Quan Vest Consultants, Inc | Investment advisory (plan) | $19,548 |
| Gould, Kobrick & Schlapp, Pc | Accounting | $14,000 |
| Gorlick, Kravitz & Listhaus P.C. | Legal | $7,040 |
| Basil Castrovinci Associates, Inc | Actuarial, Recordkeeping | $6,918 |
| Littler Mendelson Pc | Legal | $6,733 |