Carolina Electrical Workers Retirement Fund
Sponsored by Board Of Trustees Of Carolina Electrical Workers Retirement Fund · EIN 561351864 · Plan #001
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 5,190
- With balances
- 5,142
Plan year beginning 01/01/2024 · Money purchase
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 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Richmond Capital Advisors Llc CRD 327060 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 98% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services Llc | Investment advisory (plan), Consulting (general) | $127,664 |
| Sierra Investment Partners, Inc. | Investment management fees (direct) | $115,526 |
| Wedge Capital | Investment management fees (direct), Soft dollars commissions | $98,118 |
| Compusys | Recordkeeping | $91,813 |
| Intercontinental Real Estate | Investment management, Investment management fees (direct) | $84,118 |
| Richmond Capital | Investment management | $83,362 |
| Hardman Johnston Global Advisors Ll | Investment management | $77,680 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $66,410 |
| Calibre Cpa Group, Pllc | Accounting | $62,100 |
| Dana Investment Advisors, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $52,231 |
| Blackrock Inst. Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $47,652 |
| Jpmorgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $47,310 |
| Neba | Recordkeeping | $44,250 |
| Smith, Graham & Co. Investment Advi | Investment management fees (direct), Non-monetary compensation | $34,710 |
| Asb Capital Management Llc | Custodial (securities), Investment management fees (direct), Investment management | $28,377 |
| Branstetter, Stranch & Jennings | Legal | $24,788 |
| Us Bank | Custodial (securities), Recordkeeping | $8,401 |