Indiana State Council Of Carpenters Pension Fund
Sponsored by Board Of Trustees Indiana State Council Of Carpenters Pension Fund · EIN 356060378 · Plan #001 · Troy, MI
- Total assets
- $1.4B
- Net assets
- $1.3B
- Active participants
- 8,190
- With balances
- 0
Plan year beginning 04/01/2024
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 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Securities brokerage, Other services | $1,932,911 |
| Benesys, Inc. | Contract administrator, Plan administrator, Copying and duplicating | $526,716 |
| Blackstone Infra. Advisors Llc | Trustee (institutional), Investment management, Investment management fees (direct) | $335,694 |
| Comerica | Custodial (securities), Other services, Direct payment from the plan | $270,196 |
| United Actuarial Services, Inc | Actuarial, Direct payment from the plan | $207,313 |
| Reinhart Boerner Van Deuren | Legal, Direct payment from the plan | $182,027 |
| Chevy Chase Trust | Trustee (institutional) | $177,669 |
| Johnson And Krol | Legal, Direct payment from the plan | $172,468 |
| Victory Capital Management | Trustee (institutional), Investment management, Investment management fees (direct) | $136,592 |
| Lm Henderson | Accounting, Recordkeeping, Direct payment from the plan | $63,699 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $58,000 |
| Regions Bank | Trustee (institutional), Direct payment from the plan | $48,183 |
| L&G Inv. Mgmt. America, Inc. | Trustee (institutional), Investment management, Investment management fees (direct) | $38,368 |
| Invesco Advisers, Inc | Trustee (institutional), Investment management, Investment management fees (direct) | $30,509 |
| American Graphics | Copying and duplicating, Direct payment from the plan | $13,253 |
| Grm Information Management | Other services, Direct payment from the plan | $8,963 |
| Smart Source Llc | Other services, Direct payment from the plan | $6,517 |
| Nccmp | Other services, Direct payment from the plan | $6,000 |