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Original filing (PDF)20251015165742NAL0005473841004
TRUSTEES OF MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND
Form 5500
FILING_RECEIVED
MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
525
Accounts w/ balance
640
Plan assets (EOY)
$43.5M
Net assets (EOY)
$43.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND.
Plan sponsor
Name
TRUSTEES OF MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUND
EIN
41-6059404
Address
2520 PILOT KNOB ROAD, SUITE 325 · MENDOTA HEIGHTS, MN · 551201369
Phone
(651) 256-1804
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $58K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $40K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $39K | — |
| SHUMAKER LOOP & KENDRICK | 34-4439491 | — | NONE | $20K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $19K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $14K | — |
| BAC SERVICE CORPORATION | 81-1520819 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.