AUMdb

Florida Carpenters Pension Plan

Sponsored by Trustees Of The Florida Carpenters Pension Plan · EIN 596205166 · Plan #001 · Goodlettsville, TN

Total assets
$0
Net assets
$0
Active participants
0
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
Investment Performance Services Llc CRD 105527 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Southern Benefit Administrator Contract administrator, Direct payment from the plan $296,851
Investment Performance Service Investment management, Investment management fees (direct) $129,000
Law Office Of Alan Eichenbaum, P.A Trustee (individual), Direct payment from the plan $101,453
Horizon Actuarial Services, Llc Actuarial, Direct payment from the plan $100,298
Venable Law Firm, P.A. Legal, Direct payment from the plan $86,256
Smith Graham & Co. Investment Investment management, Investment management fees (direct) $81,373
Lapadula Carlson & Co. Accounting, Direct payment from the plan $43,850