AUMdb

Carpenters Local No 491 Pension Plan

Sponsored by Trustees Of Carpenters Local No 491 Plan · EIN 222835549 · Plan #001 · Sparks, MD

Total assets
$72.5M
Net assets
$72.5M
Active participants
442
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Bolton Partners Investment Consulting Group, Inc. CRD 104684 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Associated Admiinstrators Contract administrator $120,530
Bolton Partners Inc Actuarial, Consulting (pension) $71,193
Batoff Associates Pa Legal $49,209
Pension Benefit Guaranty Corp Insurance services $38,369
Bolton Partners Consulting Group Investment advisory (plan) $26,502
Ira Marc Miller And Co Pa Accounting $18,500
Relations Insurance Service Insurance services $8,745
Pnc Bank Account maintenance fees $6,661