Brian Ewing, Chairman signed Board of Trustees Central Iowa Carpenters Money Purchase Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Central Iowa Carpenters Money Purchase Plan's EIN is 36-6066902.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Central Iowa Carpenters Money Purchase Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COMERICA LARGE-CAP EQUITY INDEX FUN COMERICA · EIN 42-1741646 / PN 001 | Common Collective Trust | — | $5.4M | $50.3M | 38.1% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $39.9M | $39.9M | 30.2% | |
| Western Asset Core Plus Bond Fund | Other securities | — | $19.6M | $15.8M | 12.0% | |
| Baird Intermediate Bond Fund | Other securities | — | $8.7M | $8.6M | 6.5% | |
| ASB ALLEGIANCE REAL ESTATE FUND ASB CAPITAL MANAGEMENT LLC · EIN 52-6257033 / PN 006 | Common Collective Trust | — | $8.0M | $8.2M | 6.2% | |
| COMERICA SMALL-CAP INDEX FUND COMERICA · EIN 42-1741646 / PN 001 | Common Collective Trust | — | $927K | $7.7M | 5.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees Central Iowa Carpenters Money Purchase Plan's plan includes money-purchase contributions.
| — |
| $101K |
| — |
| ASB ALLEGIANCE INVESTMENTS, LLC | 52-6257033 | — | — | $85K | — |
| ARNOLD, NEWBOLD, WINTER, JACKSON,PC | 43-1174269 | — | — | $37K | — |
| COMERICA | 42-1741646 | — | — | $30K | — |
| MATRIX TRUST COMPANY | — | DENVER, CO | — | $19K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | — | — | $16K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | — | $12K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | — | $0 | — |
