AUMdb

Industrial Carpenters And Precast Pension Plan

Sponsored by Board Of Trustees Of Industrial Carpenters And Precast Pension Plan · EIN 946284211 · Plan #001

Total assets
$130M
Net assets
$130M
Active participants
891
With balances
0

Plan year beginning 06/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alan D Biller & Associates, Inc. CRD 105283 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Alan D Biller And Associates, Inc Investment advisory (plan), Investment management, Direct payment from the plan $128,088
Benesys Contract administrator, Direct payment from the plan $112,476
Milliman, Inc. Actuarial, Consulting (general), Direct payment from the plan $61,310
Amalgamated Bank Custodial (securities), Investment management fees (direct), Investment management fees (indirect) $49,861
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $30,439
Weinberg, Roger & Rosenfeld Legal, Direct payment from the plan $10,088
Carpenter Funds Administrative Recordkeeping, Direct payment from the plan $6,901
Smart Source Llc Other services, Direct payment from the plan $5,880
Comerica Other services, Direct payment from the plan $5,332