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Original filing (PDF)20250311161507NAL0017798561001
THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL
Form 5500
FILING_RECEIVED
CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
35,197
Accounts w/ balance
36,751
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 188% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL.
Plan sponsor
Name
THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL
DBA
OF CARPENTERS DC PENSION PLAN
EIN
35-1833932
Address
700 TOWER DRIVE, SUITE 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-11
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
L.M. HENDERSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $1.3M | — |
| BENESYS | 38-2383171 | — | NONE | $319K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | MILWAUKEE, WI | NONE | $179K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $83K | — |
| L.M. HENDERSON & COMPANY, LLP | 20-5520612 | — | NONE | $63K | — |
| AMERICAN GRAPHICS PRINTING COMPANY | — | CLINTON TWP, MI | NONE | $61K | — |
| JOHNSON & KROL LLC | 36-4342024 | — | NONE | $55K | — |
Investments
1 pooled fund· $45.5M(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELLS FARGO STABLE VALUE FUND CLASS WELLS FARGO · EIN 52-2250946 / PN 001 | Common Collective Trust | $45.5M | 3.2% |