Southwest Carpenters Annuity Fund
Sponsored by Board Of Trustees, Southwest Carpenters Annuity Fund · EIN 880135694 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 91,004
- With balances
- 84,697
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Carpenters Services Admin. Corp. | Contract administrator, Direct payment from the plan | $3,044,994 |
| Empower | Recordkeeping, Custodial (securities), Direct payment from the plan | $400,316 |
| Brownstein, Hyatt, Farber, Schreck | Legal, Direct payment from the plan | $145,175 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $125,000 |
| Shanley Apc | Legal, Direct payment from the plan | $117,122 |
| Union Press Printing | Copying and duplicating, Direct payment from the plan | $70,323 |
| Calibre Cpa Group, Pllc | Accounting | $26,265 |
| Wpas Inc | Contract administrator, Plan administrator, Direct payment from the plan | $21,764 |
| Segal Advisors Inc | Other services, Direct payment from the plan | $14,750 |
| Advised Assets Group, Llc | Investment management, Direct payment from the plan | $11,152 |
| Lexisnexis | Other services, Direct payment from the plan | $6,579 |