Michigan Regional Council Of Carpenters' Annuity Fund
Sponsored by Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund · EIN 383240423 · Plan #001
- Total assets
- $531M
- Net assets
- $527M
- Active participants
- 17,503
- With balances
- 17,503
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Reinhart Partners, Llc CRD 106432 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Capital Research And Management Company CRD 110885 | deterministic · 100% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aristotle Capital Management | Direct payment from the plan, Custodial (securities), Investment advisory (plan) | $542,205 |
| Morgan Stanley Global Banking | Direct payment from the plan, Recordkeeping, Custodial (other) | $442,530 |
| Benesys, Inc. | Direct payment from the plan, Accounting, Claims processing | $380,359 |
| Boyd Watterson Asset Management | Direct payment from the plan, Investment management | $316,113 |
| Loomis Sayles & Company | Direct payment from the plan, Custodial (other), Custodial (securities) | $209,007 |
| Novara Law Group Pllc | Direct payment from the plan, Legal | $175,246 |
| Carpenters Fringe Benefit Funds Jdc | Direct payment from the plan, Other services | $115,112 |
| Reinhart Partners, Inc. | Direct payment from the plan, Custodial (securities), Trustee (institutional) | $110,724 |
| Madison Investment Advisors | Direct payment from the plan, Consulting (general), Investment advisory (plan) | $106,095 |
| Capital Research And Management | Direct payment from the plan, Investment advisory (plan), Investment management | $59,365 |
| Segal Select Insurance Services | Direct payment from the plan, Insurance services | $54,161 |
| American Graphics Printing Co | Direct payment from the plan, Copying and duplicating | $49,596 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $32,035 |
| Tic International Corporation | Direct payment from the plan, Recordkeeping | $6,501 |