Central Iowa Carpenters Money Purchase Plan
Sponsored by Board Of Trustees Central Iowa Carpenters Money Purchase Plan · EIN 366066902 · Plan #003
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 1,148
- With balances
- 2,321
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping | $101,240 |
| Asb Allegiance Investments, Llc | Investment management | $84,500 |
| Segal Marco Advisors | Investment advisory (plan) | $40,917 |
| Arnold, Newbold, Winter, Jackson,Pc | Legal | $37,178 |
| Comerica | Investment management | $29,831 |
| Matrix Trust Company | Custodial (securities) | $18,880 |
| Deboer & Associates, Pc | Accounting | $15,500 |
| Wilson Mcshane Corporation | Plan administrator, Other services | $12,459 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |