Marble,Tile And Terrazzo Workers Individual Account Fund
Sponsored by Trustees Of The Marble,Tile And Terrazzo Workers · EIN 521610630 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 707
- With balances
- 2,152
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Asg Capital, Llc CRD 149013 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Administrators & Consultants | Contract administrator, Direct payment from the plan | $78,029 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $25,720 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $15,233 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $14,506 |
| Investment Performance Services Llc | Investment advisory (plan), Investment management fees (direct) | $8,500 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $7,591 |
| Asb Capital | Investment management, Investment management fees (direct) | $5,241 |