90 S. 7th St., Suite 4600, Minneapolis, MN 55402; phone: (612) 359-2540; fax: (612) 342-2111; www.sitfunds.com
(No. of participants)
Total 1,000
Bundled (inc. in-house asset mgmt.) 1,000
Participants served exclusively 1,000
Bundled services 1,000
SERVICES PROVIDED
Plan design
Employee meetings
Customized employee investment education
Generic employee communications
SECURE PRIVATE NETWORK SERVICES
Fund information
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $2.85 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed separate accounts
Sit Investment Associates Inc. provides services to 425 sponsors: 25 for bundled services (including in-house investment management); and 400 for investment management only.
It offers fund information (prospectus etc.) through its Web site.
It has a partnership with DCA Inc. in third-party administration.
Mike Eckert is client contact.
