Twin Cities Co Op Partners 401(k) Plan And Trust
Sponsored by Twin Cities Co Op Partners · EIN 822045239 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 279
- With balances
- 364
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $54,417 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $21,358 |