Plan Snapshot
- Plan Sponsor: Twin Cities & Vicinity Conference Board
- Sponsor EIN: 061648015
- Sponsor Address: 3001 METRO DRIVE SUITE 500, BLOOMINGTON, MN, 554251412
- Plan Type: DB
- Total Participants: 0
- Total Assets: $28.9M
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 | 0 | $28.9M | $0 | $0 |
| 2023 | 0 | $30.0M | $0 | $0 |
| 2022 | 0 | $35.4M | $0 | $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 |
|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE | Investment Advisor | $31,818 | — | $31,818 |
| WILSON MCSHANE CORPORATION | Recordkeeper | $30,000 | — | $30,000 |
| SHUMAKER, LOOP, AND KENDRICK LLP | ERISA Attorney | $19,841 | — | $19,841 |
| LETHERT, SKWIRA, SCHULTZ, & CO LLP | Auditor | $18,459 | — | $18,459 |
| STANDARD VALUATIONS | Investment Advisor | $18,000 | — | $18,000 |
| UNITED ACTUARIAL | Actuary | $16,250 | — | $16,250 |
| UNION BANK AND TRUST | Custodian / Trustee | $13,436 | — | $13,436 |
| ASB ALLEGIANCE | Investment Advisor | $9,052 | — | $9,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LETHERT, SKWIRA, SCHULTZ, & CO LLP — Auditor
- UNION BANK AND TRUST — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,856
- Estimated Expense Ratio: 0.543% 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 | $245,945 | $91,600 | $30,000 | — | — |
| 2023 | $290,406 | $131,834 | $30,000 | — | — |
| 2022 | $271,423 | $134,211 | $30,000 | — | $48,790 |