Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan
Sponsored by The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def · EIN 561442440 · Plan #001
- Total assets
- $63.5M
- Net assets
- $62.2M
- Active participants
- 1,335
- With balances
- 1,377
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Employee Benefit Admin | Contract administrator, Direct payment from the plan | $110,234 |
| Atlanta Capital Management | Investment management, Investment management fees (direct) | $85,632 |
| U.S Real State Investment Fund, Llc | Investment management, Investment management fees (direct) | $56,634 |
| Lapadula Carlson & Co | Accounting, Direct payment from the plan | $56,132 |
| Arnall, Golden, Gregory Lpp | Legal, Direct payment from the plan | $50,732 |
| Hardman Johnston Global Advisors | Investment advisory (plan), Direct payment from the plan | $40,984 |
| New Tower Trust Co | Investment management, Investment management fees (direct) | $37,854 |
| Investment Performance Services, Ll | Custodial (securities), Direct payment from the plan | $26,667 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct) | $15,869 |