Marine Carpenters Pension Fund
Sponsored by Board Of Trustees, Marine Carpenters Pension Fund · EIN 946272731 · Plan #001
- Total assets
- $88.8M
- Net assets
- $88.7M
- Active participants
- 146
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Plan administrator, Direct payment from the plan | $233,965 |
| The Segal Company | Consulting (pension), Direct payment from the plan | $148,043 |
| Quest Investment Mgmt Inc. | Investment management, Investment management fees (direct) | $56,792 |
| Verus Advisory Inc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $50,000 |
| Law Offices Of Carroll And Scully | Legal, Direct payment from the plan | $37,603 |
| U.S. Bank | Other services, Direct payment from the plan | $25,186 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $19,760 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $9,536 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $7,936 |
| Segal Select Insurance Services Inc | Insurance agents and brokers | $0 |