3700 First Bank Place, Minneapolis, MN 55440-0357; phone: (612) 376- 2847; fax: (612) 376-8383
(No. of participants)
Total 80,000
Investment mgmt. only 80,000
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $809 million
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
Investment Advisers Inc. provides services to 138 sponsors, all for investment management only. It has a record-keeping and third-party administration partnership with DCA Inc.
Jim Sorenson is client contact.
