Southern Alaska Carpenters Retirement Plan
Sponsored by Trustees Of The Southern Alaska Carp. Retirement Plan · EIN 920120866 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Actuarial, Consulting (general), Consulting (pension) | $150,022 |
| Welfare & Pension Admin. Service | Claims processing, Contract administrator, Participant communication | $108,463 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $81,640 |
| R.V. Kuhns & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $49,937 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $22,417 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $17,165 |
| Keybank National Association | Custodial (securities), Investment management, Direct payment from the plan | $16,175 |
| American Realty Advisors, Llc | Investment management, Investment management fees (direct) | $11,514 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $10,531 |