# Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-minnesota-ceramic-tile-and-allied-trades-retirement-fund-plan

> Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund's DC plan: 525 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Minnesota Ceramic Tile And Allied Trades Retirement Fund

- **Sponsor EIN:** 416059404

- **Sponsor Address:** 2520 PILOT KNOB ROAD, SUITE 325, MENDOTA HEIGHTS, MN, 551201369

- **Plan Type:** DC

- **Total Participants:** 525

- **Total Assets:** $43.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|525|$43.5M|$1.5M|$0|

| 2023|419|$40.8M|$1.2M|$0|

| 2022|582|$38.2M|$1.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ZENITH AMERICAN SOLUTIONS, INC.|NONE|$57,911|—|$57,911|

| RBC WEALTH MANAGEMENT|NONE|$40,000|—|$40,000|

| MILLIMAN, INC|NONE|$39,358|—|$39,358|

| SHUMAKER LOOP & KENDRICK|NONE|$20,021|—|$20,021|

| LEGACY PROFESSIONALS LLP|NONE|$18,500|—|$18,500|

| MATRIX TRUST COMPANY|NONE|$13,825|—|$13,825|

| BAC SERVICE CORPORATION|NONE|$6,455|—|$6,455|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [MILLIMAN, INC](https://planprovider.pro/provider/milliman) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $196,070

- **Estimated Expense Ratio:** 0.451% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$253,513|$40,000|$64,115|$18,500|—|

| 2023|$272,675|$57,053|$95,866|$17,750|—|

| 2022|$268,442|$59,485|$136,138|—|$37,441|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-minnesota-ceramic-tile-and-allied-trades-retirement-fund-plan)

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