Twin Cities & Vicinity Conference Board Pension Trust
Sponsored by Twin Cities & Vicinity Conference Board · EIN 061648015 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 0
- 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 |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prudential Retirement Insurance | Investment management | $31,818 |
| Wilson Mcshane Corporation | Contract administrator | $30,000 |
| Shumaker, Loop, And Kendrick Llp | Legal | $19,841 |
| Lethert, Skwira, Schultz, & Co Llp | Accounting | $18,459 |
| Standard Valuations | Investment advisory (plan) | $18,000 |
| United Actuarial | Actuarial | $16,250 |
| Union Bank And Trust | Custodial (securities) | $13,436 |
| Asb Allegiance | Investment management | $9,052 |
| Fr Secure | Other services | $3,432 |