AUMdb

Indiana State Council Of Plasterers & Cement Mason Pension Fund

Sponsored by Isc Plasterers & Cement Masons Pension Fund · EIN 356244876 · Plan #001

Total assets
$349M
Net assets
$348M
Active participants
1,877
With balances
4,903

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
J.P. Morgan Investment Management Inc. CRD 107038 fuzzy_auto · 96% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
J.P. Morgan Investment Mgmt. Inc Investment advisory (plan), Investment management, Soft dollars commissions $1,468,693
Arnold & Kadjan Legal $88,020
Eagan & Associates Direct payment from the plan, Consulting (general) $68,207
Captrust Investment advisory (plan), Direct payment from the plan $57,500
L. M. Henderson & Company, Llp Accounting, Direct payment from the plan $32,300
Richard J Wolf Accounting $11,489
Midwest Presort Solutions Copying and duplicating $6,494
Innovative Software Solutions Other services $6,315
Employee Fringes Audit Company Direct payment from the plan, Accounting $6,300
Bridgeway Benefit Technologies Other services $0
Jacob Switzer Employee (plan) $0
Josh Todd Employee (plan) $0
Mark Mccleskey Employee (plan) $0
Lisa Wilde Employee (plan) $0
Winchester Properties Other fees $0
Hunts Insurance Insurance services $0
Virtual Innovation Other services $0