Central Illinois Carpenters Retirement Savings Fun
Sponsored by Board Of Trustees Central Illinois Carpenters Retirement Savings Fund · EIN 371234126 · Plan #001 · Lincoln, IL
- Total assets
- $255M
- Net assets
- $254M
- Active participants
- 3,239
- With balances
- 8,199
Plan year beginning 05/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 98% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 98% | 2024 |
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cich & Wtf | Contract administrator, Direct payment from the plan | $139,197 |
| Marquette Associates | Consulting (general), Direct payment from the plan | $90,000 |
| Garcia Hamilton & Associates, Lp | Investment management, Investment management fees (direct) | $49,155 |
| Regions Bank | Custodial (securities), Direct payment from the plan | $26,455 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $19,518 |
| Cavanagh & O'hara Llp | Legal, Direct payment from the plan | $18,810 |
| Parametric Portfolio Associates, Ll | Investment management, Investment management fees (direct) | $16,298 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $16,000 |
| Bridgeway Benefit Technologies | Direct payment from the plan, Recordkeeping | $15,217 |
| Neuberger Berman Investment Adviser | Investment management, Investment management fees (indirect) | $0 |
| The Union Labor Life Insurance Comp | Investment management fees (direct) | $0 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |