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MissionSquare Service Agreement - 11.15.24
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2024-11-18 11:00 AM - 2025 Budget Meeting
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MissionSquare Service Agreement - 11.15.24
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11/18/2024 11:24:59 AM
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11/18/2024 9:57:25 AM
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Meeting
Date
11/18/2024
Meeting title
2025 Budget Meeting
Location
Commissioners' Auditorium
Address
205 West 5th Room 109 - Ellensburg
Meeting type
Special
Meeting document type
Supporting documentation
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Plan numbers 305497, 100463 <br />information relating to an individual participant or beneficiary that is furnished <br />by such participant or beneficiary, and MissionSquare shall not be responsible <br />for any error arising from its reliance on such information. MissionSquare will <br />provide reports and account information to the Employer through the plan <br />sponsor website. <br />Employer is required to send in contributions through the plan sponsor website. <br />Alternative electronic methods may be allowed but must be approved by <br />MissionSquare for use. Contributions may not be sent through paper submittal <br />documents. <br />To the extent Employer selects third -party investment options that do not have <br />profile information provided to MissionSquare through MissionSquare's <br />electronic data feeds from external sources (such as Morningstar) or the third - <br />party investment option providers, the Employer is responsible for providing to <br />MissionSquare timely investment option updates for disclosure to Plan <br />participants. Such updates may be provided to MissionSquare through the <br />Employer's investment consultant or other designated representative. <br />5. MissionSquare Representations and Warranties <br />MissionSquare represents and warrants to Employer that: <br />(a) MissionSquare is a non-profit corporation with full power and <br />authority to enter into this Agreement and to perform its <br />obligations under this Agreement. The ability of MissionSquare, or <br />its wholly owned subsidiary, to serve as investment adviser to <br />VantageTrust Company is dependent upon the continued <br />willingness of VantageTrust Company for MissionSquare, or its <br />wholly owned subsidiary, to serve in that capacity. <br />(b) MissionSquare is an investment adviser registered as such with the <br />U.S. Securities and Exchange Commission under the Investment <br />Advisers Act of 1940, as amended. <br />(c)(i) MissionSquare shall maintain and administer the 457(b) Plan in <br />accordance with the requirements for eligible deferred <br />compensation plans under Section 457 of the Internal Revenue <br />Code and other applicable federal law; provided, however, that <br />MissionSquare shall not be responsible forthe eligible status of the <br />457(b) Plan in the event that the Employer directs MissionSquare <br />to administer the 457(b) Plan or disburse assets in a manner <br />inconsistent with the requirements of Section 457 or otherwise <br />causes the 457(b) Plan not to be carried out in accordance with its <br />terms. Further, in the event that the Employer uses its own <br />MissionSquare Retirement Agreement 3 of 14 <br />
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