Mosaic & Terrazzo Pension Fund
Sponsored by The Board Of Trustees Of The Mosaic Terrazzo Pension Fund · EIN 135676829 · Plan #001
- Total assets
- $35.7M
- Net assets
- $34.7M
- Active participants
- 254
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Rosa Maria Toneatto | Employee (plan) | $115,588 |
| Marble Industry Trust Funds | Legal | $76,582 |
| Terri Gillman | Employee (plan) | $74,560 |
| Bridgeway Benefit Technologies | Recordkeeping | $61,540 |
| Synde Salem Cohen | Employee (plan) | $60,077 |
| Basil Castrovinci Associates, Inc. | Actuarial, Consulting (pension) | $50,707 |
| Prudential Trust Co | Trustee (institutional), Investment management fees (direct), Other investment fees and expenses | $36,978 |
| Virginia & Ambinder, Llp | Legal | $35,967 |
| Gould Kobrick And Schlapp P.C. | Accounting | $25,500 |
| Chevy Chase Trust Company | Investment management | $23,503 |
| Quan Vest Consultants Inc. | Investment advisory (plan) | $19,668 |
| Gorlick, Kravitz & Listhaus, Pc | Legal | $18,441 |
| Angelica M Mejia Perez | Employee (plan) | $16,378 |
| Cdml Computer Services Ltd. | Other services | $7,770 |
| Littler Mendelson Pc | Legal | $6,733 |