AUMdb

Minneapolis Operative Plasterers' Retirement Plan

Sponsored by Trustees Of Minneapolis Operative Plasterers' Retirement Plan · EIN 416132957 · Plan #001

Total assets
$69.1M
Net assets
$69.1M
Active participants
168
With balances
186

Plan year beginning 05/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)

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
Milliman, Inc Recordkeeping $34,334
Matrix Trust Company Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees $33,783
Rbc Wealth Management Investment advisory (participants) $28,500
Shumaker, Loop And Kendrick Legal $26,584
Legacy Professionals, Llp Accounting $16,000
Wilson Mcshane Corporation Contract administrator, Recordkeeping, Copying and duplicating $14,400