Carpenters' Pension Trust Fund Detroit And Vicinity
Sponsored by Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity · EIN 386242188 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.3B
- Active participants
- 4,904
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Reinhart Partners, Llc CRD 106432 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Westend Advisors, Llc CRD 133279 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Direct payment from the plan, Accounting, Claims processing | $1,120,088 |
| Boyd Watterson Asset Management | Direct payment from the plan, Investment advisory (plan), Investment management | $947,192 |
| Carpenters Fringe Benefit Funds Jdc | Direct payment from the plan, Other services | $606,584 |
| Novara Law Group, Pllc | Direct payment from the plan, Legal | $471,529 |
| Loomis Sayles & Company | Direct payment from the plan, Custodial (other), Custodial (securities) | $337,273 |
| Segal Select Insurance Services | Direct payment from the plan, Actuarial, Custodial (securities) | $312,666 |
| Morgan Stanley Global Banking | Direct payment from the plan, Recordkeeping, Custodial (other) | $275,000 |
| Lsv Asset Management | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $226,569 |
| Lazard Asset Management | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $198,341 |
| American Graphics Printing Co | Direct payment from the plan, Copying and duplicating | $120,203 |
| United Actuarial Services, Inc. | Direct payment from the plan, Actuarial, Consulting (general) | $117,989 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $84,455 |
| Reinhart Partners, Inc. | Direct payment from the plan, Custodial (securities), Trustee (institutional) | $73,421 |
| Maddin Hauser Roth & Heller Pc | Direct payment from the plan, Legal | $72,409 |
| Comerica Bank | Direct payment from the plan, Custodial (other), Custodial (securities) | $65,000 |
| Westend Advisors | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $29,302 |
| The Northern Trust Company | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $27,370 |