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Original filing (PDF)20250818110010NAL0001161889002
BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN
Form 5500
FILING_RECEIVED
CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 3
39% in single holdingNo recordkeeper disclosed9 service providers
Active participants
1,148
Accounts w/ balance
2,321
Plan assets (EOY)
$132.1M
Net assets (EOY)
$132.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Comerica Large-Cap Equity Index Fund" is 39% of plan.
- 26 bps in Schedule C fees — 158% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN
EIN
36-6066902
Address
3001 METRO DRIVE · SUITE 500 · BLOOMINGTON, MN · 55425
Phone
(952) 851-3480
Industry
Constructionsee all
Plan administrator
Name
CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN
EIN
36-6066902
City
BLOOMINGTON, MN
Phone
(952) 851-3480
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | — | — | — | $101K | — |
| ASB ALLEGIANCE INVESTMENTS, LLC | 52-6257033 | — | — | $85K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $41K | — |
| 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 | — |
Investments
2 direct securities · 4 pooled funds· $130.5M(99% 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.
Common Collective Trust
$106.1M
4 holdings
Uncategorized
$24.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $19.6M | $15.8M | 12.0% | |
| Baird Intermediate Bond Fund | — | — | $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% |