AUMdb

Construction Industry Laborers Supplemental Medica And Retiree Targeted Fund

Sponsored by Trustees Of Construction Industry Laborers Smart Fund · EIN 471182916 · Plan #001

Total assets
$46.3M
Net assets
$43.3M
Active participants
9,416
With balances
14,172

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wilson Mcshane Corporation Contract administrator, Direct payment from the plan $216,753
Marquette Associates Investment management, Direct payment from the plan $77,951
Arnold Newbold Sollars & Hollins Pc Direct payment from the plan $68,004
Commerce Trust Company Investment management, Direct payment from the plan $45,806
Rubinbrown Llp Accounting, Direct payment from the plan $16,500
Segal Select Insurance Services Insurance services, Direct payment from the plan $6,666