Central Iowa Carpenters Pension Plan
Sponsored by Board Of Trustees Central Iowa Carpenters Pension Plan · EIN 366066902 · Plan #002
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 897
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Contract administrator, Accounting | $142,059 |
| Boston Trust & Investment Mgmt Co | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $101,365 |
| The Segal Company | Consulting (pension), Actuarial | $99,433 |
| Alliance Bernstein L.P. | Investment management fees (direct) | $71,018 |
| Segal Marco Advisors | Investment advisory (plan) | $66,440 |
| Arnold, Newbold, Sollars & Hollins | Legal | $62,415 |
| Bny Mellon Investment Adviser, Inc. | Investment management fees (direct) | $47,715 |
| Comerica | Custodial (securities), Investment management, Other investment fees and expenses | $44,781 |
| Deboer & Associates, P.C. | Accounting | $17,500 |
| Community State Bank | Account maintenance fees | $5,216 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |