Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund
Sponsored by Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe · EIN 516123713 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 6,194
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator, Copying and duplicating, Other services | $695,135 |
| American Realty Advisors | Investment management | $401,814 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $283,320 |
| Midwest Institutional Trust Co | Custodial (securities), Named fiduciary, Other services | $273,075 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $210,548 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct), Investment management fees (indirect) | $208,847 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $160,000 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $133,105 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $118,205 |
| L.M. Henderson & Company, Llp | Recordkeeping, Direct payment from the plan | $115,465 |
| Johnson & Krol, Llc | Legal, Direct payment from the plan | $105,900 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $72,250 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $60,309 |
| American Graphics Printing Co. | Copying and duplicating, Direct payment from the plan | $29,735 |
| Principal Financial Group | Investment management, Investment management fees (direct), Investment management fees (indirect) | $5,835 |