Cumberland, Md & Vicinity Building & Construction Employees Trust Fund
Sponsored by Cumberland, Md & Vicinity Building & Construction Employees Trust Fun · EIN 526061646 · Plan #001
- Total assets
- $64.3M
- Net assets
- $64.0M
- Active participants
- 217
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marshfield Associates, Inc. CRD 150614 | deterministic · 100% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Batoff Associates, P.A. | Legal, Direct payment from the plan | $115,268 |
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $62,914 |
| Marshfield Associates | Investment management, Investment management fees (direct) | $57,404 |
| Standard Valuations | Investment advisory (plan), Direct payment from the plan | $40,100 |
| Turnbull, Hoover & Kahl, Pa | Accounting, Direct payment from the plan | $32,800 |
| C.S. Mckee | Investment management, Investment management fees (direct) | $31,072 |
| Zacks Investment Management | Investment management, Investment management fees (direct) | $30,365 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $26,680 |
| Asb Allegiance Real Estate Fund | Investment management, Investment management fees (direct) | $17,193 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $11,023 |