Mid Atlantic Regional Council Of Carpenters' Pension Plan
Sponsored by Board Of Trustees Marc Pension Plan · EIN 526051388 · Plan #001 · Oxon Hill, MD
- Total assets
- $575M
- Net assets
- $572M
- Active participants
- 2,637
- 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 |
|---|---|---|
| Blacksun Global Management Partners Lp CRD 333455 | fuzzy_auto · 94% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackstone | Investment management | $1,389,926 |
| Eastern Atlantic States Carpenters | Contract administrator | $377,484 |
| Sierra Investment Partners | Investment management fees (direct) | $355,784 |
| Great Lakes Advisors | Investment management fees (direct) | $258,244 |
| Zenith | Contract administrator | $215,690 |
| Investment Performance Services | Investment advisory (plan) | $172,500 |
| U.S. Real Estate Investment Fund Ll | Investment management fees (direct), Investment management | $169,790 |
| Foundry Partners, Llc | Investment management fees (direct) | $136,328 |
| Asb Capital | Investment management fees (direct), Investment management fees (indirect) | $130,273 |
| Hardman Johnston | Investment management fees (direct) | $110,117 |
| Segall Bryant & Hamill | Investment management fees (direct) | $101,333 |
| O'donoghue & O'donoghue | Legal | $93,935 |
| Segal & Company | Actuarial | $92,853 |
| Calibre Cpa Group, Pllc. | Accounting | $85,741 |
| Wedge Capital Management L.L.P. | Investment management fees (direct) | $62,412 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping | $54,205 |
| Chartwell Investment Partners | Investment management fees (direct) | $50,255 |
| Lsv Asset Management | Investment management fees (direct) | $42,339 |
| Chevy Chase Trust Company | Custodial (securities) | $22,899 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |