Mid Atlantic Regional Council Of Carpenters' Annuity Fund
Sponsored by Board Of Trustees Mid Atlantic Regional Council Of Carpenters' Annuity · EIN 541999516 · Plan #001 · Oxon Hill, MD
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 13,746
- With balances
- 13,746
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 |
|---|---|---|
| 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 |
|---|---|---|
| Eastern Atlantic States Carpenters | Contract administrator | $337,787 |
| Blackstone Infrastructure Partners | Investment management fees (direct), Investment management fees (indirect) | $280,543 |
| Asb Capital | Investment management fees (direct) | $114,860 |
| Zenith American Administrators | Contract administrator | $76,965 |
| Sierra | Investment management fees (direct) | $66,694 |
| Great Lakes Advisors | Investment management fees (direct) | $65,235 |
| Calibre Cpa Group | Accounting | $60,484 |
| O'donoghue & O'donoghue | Legal | $52,515 |
| Investment Performance Service | Investment advisory (plan) | $45,250 |
| Chartwell Inv Partners | Investment management fees (direct) | $41,065 |
| Hardman Johnston | Investment management fees (direct) | $30,406 |
| Intercontinental Real Estate Corp | Investment management fees (indirect) | $27,477 |
| Foundry Partners Llc | Investment management fees (direct) | $25,268 |
| Segall Investment | Investment management fees (direct) | $21,280 |
| Wedge Capital Management | Investment management fees (direct), Soft dollars commissions | $11,685 |
| Chevy Chase Trust | Custodial (securities), Shareholder servicing fees | $5,628 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |