Sw Oh Regional Council Of Carpenters Pension Plan
Sponsored by Sw Oh Regional Council Of Carpenters · EIN 316127287 · Plan #001
- Total assets
- $421M
- Net assets
- $414M
- Active participants
- 1,599
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Csm Advisors, Llc CRD 306128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Recordkeeping, Direct payment from the plan | $253,643 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $125,054 |
| Cuni, Rust & Strenk | Actuarial, Investment management fees (direct) | $121,475 |
| Marquette Associates | Investment advisory (plan), Investment management fees (direct) | $95,000 |
| Foundry Partners, Llc | Legal, Investment management fees (direct) | $80,649 |
| Cs Mckee | Investment management, Investment management fees (direct) | $79,677 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $53,810 |
| Pnc Bank, National Association | Custodial (securities), Trustee (institutional), Other services | $50,170 |
| Acadian Global Managed Vol Eq Fund | Investment management, Investment management fees (direct) | $41,285 |
| American Graphics Printing Co. | Other services, Direct payment from the plan | $14,949 |
| Ledbetter Parisi Llc | Legal, Direct payment from the plan | $11,112 |
| Segal Select Insurance Service | Insurance services, Direct payment from the plan | $6,591 |