Carpenters & Joiners Defined Contribution Plan
Sponsored by Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla · EIN 411824896 · Plan #001
- Total assets
- $811M
- Net assets
- $811M
- Active participants
- 22,716
- With balances
- 23,346
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Milliman | Recordkeeping, Direct payment from the plan | $790,803 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $318,052 |
| Segal Marco Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $196,667 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $115,657 |
| Matrix Trust Company | Custodial (securities), Sub-transfer agency fees, Other investment fees and expenses | $46,666 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $27,300 |
| The Segerdahl Corporation | Copying and duplicating, Direct payment from the plan | $10,395 |
| Raff Printing, Inc. | Copying and duplicating, Direct payment from the plan | $5,625 |