Common Contracts
1 similar Participation Agreement contracts
Participation AgreementParticipation Agreement • April 28th, 2022 • Colorado
The purpose of the Participation Agreement (the “Agreement”) is to provide for investment of some or all of the assets of the plan named below (the “Participating Trust”) in one or more of the Collective Investment Funds listed in Exhibit A (“CIF(s)”) and established pursuant to the Declaration of Trust establishing the Matrix Trust Company Collective Investment Funds for Employee Benefit Plans (formerly known as the TD Ameritrade Trust Company Collective Investment Funds for Employee Benefit Plans) (the “Declaration of Trust”), as amended and restated April 23, 2014 and as further amended: (1) by establishing that the Participating Trust is an eligible investor empowered to invest in a CIF; and (2) by appointing Matrix Trust Company (“MTC” or “Trustee”) as Trustee of the Fund to receive assets of the Participating Trust and to provide for their investment in the Fund.
