Central Midwest Regional Council Of Carpenters Defined Contribution Pension Plan
Sponsored by Trustees Of Central Midwest Regional Council Of Carpenters Dc Pension · EIN 351833932 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 27,449
- With balances
- 55,172
Plan year beginning 07/01/2024 · Money purchase, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Serv | Recordkeeping, Custodial (securities), Trustee (institutional) | $3,085,057 |
| Benesys, Inc | Contract administrator, Plan administrator, Copying and duplicating | $607,930 |
| Matrix Trust Company | Recordkeeping, Custodial (securities), Other investment fees and expenses | $382,513 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan | $175,000 |
| Reinhart, Boerner, Van Deuren | Legal, Direct payment from the plan | $158,384 |
| Johnson & Krol Llc | Legal, Direct payment from the plan | $96,669 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $85,688 |
| L.M. Henderson & Company, Llp | Accounting, Recordkeeping, Direct payment from the plan | $48,219 |
| American Graphics Printing Company | Copying and duplicating, Direct payment from the plan | $19,046 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $18,635 |
| United Actuarial Services, Inc | Actuarial, Consulting (general), Direct payment from the plan | $7,688 |
| Segal Select Insurance Service | Insurance services, Insurance brokerage commissions | $0 |