AUMdb

Michigan Carpenters' Pension Fund

Sponsored by Board Of Trustees, Michigan Carpenters' Pension Fund · EIN 386233978 · Plan #001

Total assets
$774M
Net assets
$771M
Active participants
4,163
With balances
0

Plan year beginning 09/01/2024

Linked investment advisers

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

Firm Match Plan year
Nepc, Llc CRD 110562 deterministic · 100% 2024
Reinhart Partners, Llc CRD 106432 deterministic · 100% 2024
Clarkston Capital Partners, Llc CRD 143456 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Tic Midwest, Llc Accounting, Contract administrator, Recordkeeping $546,859
Nepc, Llc Investment advisory (plan), Direct payment from the plan $228,671
Reinhart Partners, Inc Investment management, Investment management fees (direct) $216,037
Clarkston Capital Investment management, Investment management fees (direct) $176,800
Jennifer Magwood Employee (plan), Direct payment from the plan $95,877
United Actuarial Services Actuarial, Direct payment from the plan $89,500
Trade Solutions Copying and duplicating, Direct payment from the plan $84,985
Watkins Pawlick, Calati & Prifti Pc Legal, Direct payment from the plan $54,948
Graphic Sciences Copying and duplicating, Direct payment from the plan $48,914
Benda, Grace, Stulz & Company, P.C. Accounting, Direct payment from the plan $32,100
Comerica Bank Custodial (securities), Direct payment from the plan $23,967
Allied Mailing & Printing, Inc Copying and duplicating, Direct payment from the plan $14,792
City Printing Co Copying and duplicating, Direct payment from the plan $12,274
Paychex Of New York Llc Other services, Direct payment from the plan $11,686
Smart Business Source Other services, Direct payment from the plan $10,663
Segal Select Insurance Services Inc Insurance agents and brokers, Insurance brokerage commissions $0