This information is only for the use of investors in the collective investment trusts offered by Comerica Bank & Trust, N.A. This is not an offer to sell or buy any investment product.
The Comerica Large Cap Equity Index, Comerica Medium Cap Index, and Comerica Small Cap Index Funds (“Funds”) are maintained as “collective trusts”. A collective trust is a bank-administered trust that holds assets and meets specific criteria within regulations published by the federal Office of the Comptroller of the Currency (OCC).
Comerica Bank & Trust, N.A. (“Comerica”) is the sponsor and trustee of the Funds. World Asset Management is the subadvisor to the Funds. Comerica does not offer consulting on plan structure or investment options.
A collective trust is only available to investors in qualified retirement plans such as 401(k)s. A collective trust is not available to investors in health and welfare plans, IRAs, 403(b) plans or the general public.
Advisory Services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a Registered Investment Advisor. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors, (“QPA”). PCIA, Comerica, and World Asset Management are not affiliated.
The Fact Pages for the Funds referenced on this Site and all information contained therein were provided by Comerica. While QPA believes the information was taken from a reliable source, QPA cannot guarantee the complete accuracy of this information. Please refer to your custodial statement.