AUMdb

Cic Toc Pension Plan

Sponsored by Board Of Trustees, Cic Forest Products Retirement · EIN 456909074 · Plan #001

Total assets
$184M
Net assets
$183M
Active participants
42
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwest Administrators, Inc. Contract administrator, Direct payment from the plan $299,319
Milliman, Inc Actuarial, Direct payment from the plan $85,282
Trucker Huss, Apc Legal, Direct payment from the plan, Other fees $68,077
Rvk, Inc. Consulting (general), Direct payment from the plan $57,500
Mfs Heritage Trust Company Investment management, Investment management fees (direct), Investment management fees (indirect) $44,847
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $34,471
Principal Trust Company Custodial (other), Direct payment from the plan $30,652
Vigilant Services, Inc. Trustee (discretionary), Direct payment from the plan $26,250
Wells Fargo Bank, N.A. Custodial (other), Direct payment from the plan $19,943
Blackrock Institutional Tr Co. Na Trustee (institutional), Trustee (discretionary), Investment management $15,122
Service Printing Co, Inc Copying and duplicating, Direct payment from the plan $8,488
Pension Benefit Information Llc Other services, Direct payment from the plan $6,446