North Central States Regional Council Of Carpenters Supplemental Retirement Plan
Sponsored by Joint Board Of Trustees Of North Central States Regional Council Of · EIN 800234499 · Plan #001
- Total assets
- $378M
- Net assets
- $378M
- Active participants
- 11,103
- With balances
- 11,445
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Custodial (securities), Direct payment from the plan, Participant communication | $386,287 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $123,477 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $31,556 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $20,843 |
| The Previant Law Firm S.C. | Legal, Direct payment from the plan | $6,658 |