Carpenters Local Union No. 345 Pension Fund
Sponsored by Trustees Carpenters Local Union No. 345 Pension Fund · EIN 626112262 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Administrator | Contract administrator, Employee (plan), Direct payment from the plan | $26,326 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $10,946 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $10,946 |
| First Horizon Bank | Custodial (securities), Trustee (institutional), Other services | $7,790 |
| Needles & Associates Llc | Accounting, Direct payment from the plan | $5,843 |