Mid America Carpenters Regional Council Pension Fund
Sponsored by Board Of Trustees Of Mid America Carpenters Regional Council Pension F · EIN 366130207 · Plan #001
- Total assets
- $6.4B
- Net assets
- $6.3B
- Active participants
- 11,246
- 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 |
|---|---|---|
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Marathon Asset Management Limited CRD 132391 | fuzzy_auto · 97% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Thompson Siegel & Walmsley Llc CRD 105726 | fuzzy_auto · 96% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Professionals Llp | Accounting, Recordkeeping | $1,394,288 |
| T Rowe Price Associates Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $817,544 |
| Wellington Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $814,003 |
| Marathon London | Trustee (institutional), Investment management, Direct payment from the plan | $790,633 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Investment management fees (direct) | $779,241 |
| Alliance Bernstein | Investment management, Investment management fees (direct) | $765,355 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct) | $745,290 |
| Thompson, Siegel, Walmsley | Investment management, Investment management fees (direct), Soft dollars commissions | $741,739 |
| Segal Marco Advisors | Investment advisory (plan) | $600,875 |
| Mcgann Ketterman & Rioux, Ltd. | Legal | $578,664 |
| Loomis Sayles World Asset Trust | Investment management, Investment management fees (direct) | $488,066 |
| Acadian Asset Management | Investment management, Investment management fees (direct) | $467,127 |
| Alan Biller And Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $456,090 |
| Guastaferri K | Employee (plan) | $416,623 |
| Columbia Threadneedle | Investment management, Investment management fees (direct), Soft dollars commissions | $350,681 |
| Bridgeway Benefit Technologies | Recordkeeping | $343,818 |
| Invesco Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $320,182 |
| Radtke B | Employee (plan) | $312,347 |
| Mcjessy Ching & Thompson | Legal | $300,755 |
| New Tower (Mept) | Investment management, Investment management fees (direct) | $291,151 |
| Drogos T | Employee (plan) | $289,687 |
| Reinhart Boerner Van Deuren | Legal | $277,835 |
| Bobowski S | Employee (plan) | $249,793 |
| Segal | Actuarial | $230,800 |
| Conklin J | Employee (plan) | $218,493 |
| The Lasalle Network | Other services | $205,037 |
| Wheeler D | Employee (plan) | $196,649 |
| Weidman K | Employee (plan) | $196,202 |
| Wegner R | Employee (plan) | $191,124 |
| Newell K | Employee (plan) | $182,800 |
| Diaz N | Employee (plan) | $181,987 |
| Garrett J | Employee (plan) | $178,096 |
| Henderson G | Employee (plan) | $176,201 |
| Villarreal M | Employee (plan) | $176,087 |
| Shoemaker M | Employee (plan) | $174,966 |
| Purcell H | Employee (plan) | $171,068 |
| Mandelco D | Employee (plan) | $171,045 |
| Calibre Cpa Group, Pllc | Recordkeeping | $166,552 |
| Galindo S | Employee (plan) | $165,022 |
| Gomez M | Employee (plan) | $163,168 |
| Cornejo S | Employee (plan) | $160,966 |
| Powell L | Employee (plan) | $157,000 |
| Lysy A | Employee (plan) | $154,565 |
| Cravion L | Employee (plan) | $154,418 |
| Lesters B | Employee (plan) | $153,175 |
| Garcia S | Employee (plan) | $145,710 |
| Ortega A | Employee (plan) | $145,357 |
| Crespo M | Employee (plan) | $145,340 |
| Gaines A | Employee (plan) | $144,338 |
| Zamudio M | Employee (plan) | $144,208 |
| Rivera S | Employee (plan) | $141,238 |
| Martinez M | Employee (plan) | $139,732 |
| Garcia D | Employee (plan) | $137,902 |
| Hearn J | Employee (plan) | $135,535 |
| Mcghee D | Employee (plan) | $135,305 |
| Parson T | Employee (plan) | $132,858 |
| Johnson S | Employee (plan) | $132,827 |
| Amaro J | Employee (plan) | $132,649 |
| Massuci A | Employee (plan) | $130,434 |
| Reaves S | Employee (plan) | $128,273 |
| Harrington M | Employee (plan) | $127,734 |
| Bingham B | Employee (plan) | $126,332 |
| Ollie M | Employee (plan) | $126,236 |
| Fitzpatrick K | Employee (plan) | $126,009 |
| Miller R | Employee (plan) | $125,903 |
| Stigler S | Employee (plan) | $125,635 |
| Munoz E | Employee (plan) | $125,132 |
| Molloy M | Employee (plan) | $124,588 |
| Hendrickson T | Employee (plan) | $121,684 |
| Martinez L | Employee (plan) | $121,583 |
| Woloszczuk A | Employee (plan) | $120,828 |
| Blakely Q | Employee (plan) | $120,715 |
| Kelley R | Employee (plan) | $120,398 |
| Gasca S | Employee (plan) | $119,996 |
| Munoz S | Employee (plan) | $119,981 |
| Marshall K | Employee (plan) | $119,750 |
| Walker F | Employee (plan) | $117,478 |
| Ballentine J | Employee (plan) | $115,226 |
| Lopez T | Employee (plan) | $114,999 |
| Olinger S | Employee (plan) | $104,357 |
| Mosqueda E | Employee (plan) | $102,764 |
| Northern Trust Corporation | Investment management, Investment management fees (direct), Other investment fees and expenses | $102,614 |
| Howard A | Employee (plan) | $95,405 |
| Avila M | Employee (plan) | $95,267 |
| Perfect J | Employee (plan) | $92,687 |
| Diaz K | Employee (plan) | $90,447 |
| Insight Direct Usa, Inc. | Other services | $89,834 |
| Jones L | Employee (plan) | $89,346 |
| Eason M | Employee (plan) | $88,709 |
| Diebold F | Employee (plan) | $87,738 |
| Bates A | Employee (plan) | $82,895 |
| Remke Printing | Copying and duplicating | $77,158 |
| Wiesbrock K | Employee (plan) | $73,096 |
| Espinoza M | Employee (plan) | $72,689 |
| Halsell V | Employee (plan) | $71,388 |
| Cdw Direct Llc | Other services, Direct payment from the plan | $71,142 |
| Robinson A | Employee (plan) | $70,641 |
| Ruiz H | Employee (plan) | $68,272 |
| Datamation Imaging Services Corp | Recordkeeping | $67,724 |
| Reynoso J | Employee (plan) | $62,652 |
| Meissner L | Employee (plan) | $47,817 |
| Shi International Corp | Other services | $46,494 |
| Arnold And Kadjan Llp | Legal, Direct payment from the plan | $44,842 |
| Mendoza S | Employee (plan) | $44,085 |
| Mclain D | Employee (plan) | $37,105 |
| Sapiezko O | Employee (plan) | $36,754 |
| Suffecool A | Employee (plan) | $36,447 |
| Torres A | Employee (plan) | $29,517 |
| B&B Networks, Inc. | Other services, Direct payment from the plan | $29,464 |
| Abero K | Employee (plan) | $27,708 |
| Scalambrino & Arnoff | Legal | $27,246 |
| Galvez M | Employee (plan) | $26,194 |
| Robert Half Inc. | Other services | $24,401 |
| Rkon Inc | Other services, Direct payment from the plan | $23,363 |
| West Publishing Corp | Other services | $19,335 |
| Kim & Chang | Legal, Direct payment from the plan | $16,200 |
| Forvis Mazars Llp | Consulting (general), Direct payment from the plan | $15,533 |
| Kbs Stl Llc | Other services | $10,614 |
| Mike Forest | Trustee (individual) | $5,720 |
| Gary Perinar Jr. | Trustee (individual), Other fees | $0 |