AUMdb

Northwest Ohio Carpenters, Millwrights And Pile Drivers Supplemental Pension Plan

Sponsored by Board Of Trustees Nw Ohio Carp Mw Pd Supplemental · EIN 341697633 · Plan #001

Total assets
$354M
Net assets
$354M
Active participants
2,554
With balances
6,255

Plan year beginning 07/01/2024 · Money purchase

Linked investment advisers

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

Firm Match Plan year
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Noa Contract administrator $240,306
Frontier Capital Management Investment management fees (direct) $92,973
Key Bank National Association Custodial (securities), Shareholder servicing fees $62,738
Meketa Investment Group Investment advisory (plan) $60,000
Ohio Capenters' Fringe Benefit Fund Other fees $26,558
Huntington Insurance Insurance agents and brokers, Insurance services $25,257
Shumaker Loop Kendrick Legal $23,035
Clark, Schaefer, Hackett & Co. Accounting $12,500