Plan Snapshot
- Plan Sponsor: Board Of Trustees Eastern Atlantic States Carpenters Pension Fund
- Sponsor EIN: 231613018
- Sponsor Address: 1811 SPRING GARDEN STREET, PHILADELPHIA, PA, 19130
- Plan Type: DB
- Total Participants: 12,161
- Total Assets: $5.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,161 | $5.0B | $219.5M | $0 |
| 2023 | 12,421 | $4.7B | $218.4M | $0 |
| 2022 | 11,775 | $4.2B | $87.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIERRA INVESTMENT PARTNERS INC. | Other Service Provider | $1,039,239 | — | $1,039,239 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $921,972 | — | $921,972 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $837,899 | — | $837,899 |
| THE REVOLT GROUP LLC | Other Service Provider | $722,906 | — | $722,906 |
| LOOMIS & SAYLES COMPANY LP | Other Service Provider | $645,161 | $26,095 | $671,256 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $662,074 | — | $662,074 |
| LORD ABBETT & CO. LLC | Other Service Provider | $634,022 | — | $634,022 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $570,500 | — | $570,500 |
| EASTERN ATLANTIC STATE REG COUNCIL | Other Service Provider | $544,239 | — | $544,239 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $511,691 | — | $511,691 |
| GREAT LAKES ADVISORS LLC | Other Service Provider | $498,754 | — | $498,754 |
| KROLL HEINEMAN PTASIEWICZ & PARSONS | ERISA Attorney | $467,724 | — | $467,724 |
| STONERIDGE INVESTMENT PARTNERS LLC | Other Service Provider | $380,307 | — | $380,307 |
| ROYAL PRINTING SERVICE | Other Service Provider | $368,322 | — | $368,322 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $344,608 | — | $344,608 |
| SEGALL BRYANT & HAMILL LLC | Other Service Provider | $337,327 | — | $337,327 |
| BANK OF NEW YORK MELLON | Other Service Provider | $318,646 | — | $318,646 |
| THE MCKEOGH COMPANY | Other Service Provider | $310,134 | — | $310,134 |
| NATIONAL INVESTMENT SVCS OF AMER | Other Service Provider | $295,162 | — | $295,162 |
| SEGAL SELECT INSURANCE SERVICE INC | Other Service Provider | — | $271,453 | $271,453 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $260,125 | — | $260,125 |
| SUSANIN WIDMAN & BRENNAN PC | Other Service Provider | $161,863 | — | $161,863 |
| PIOTR TONIA | Other Service Provider | $113,142 | — | $113,142 |
| LIMBACH FACILITY SERVICES LLC | Other Service Provider | $111,995 | — | $111,995 |
| DOROTHEA KOUBA | Other Service Provider | $101,389 | — | $101,389 |
| JOSEPH OBUCHOWICZ | Other Service Provider | $100,438 | — | $100,438 |
| PRINTERLOGIC INC. DBA VASION | Other Service Provider | $95,520 | — | $95,520 |
| IAN RUEGG | Other Service Provider | $75,402 | — | $75,402 |
| JJ PIERSON ESQ | Other Service Provider | $72,000 | — | $72,000 |
| RYAN SICA | Other Service Provider | $68,462 | — | $68,462 |
| ERIC SCHECKLER | Other Service Provider | $66,268 | — | $66,268 |
| MERRILYN GUARDINO | Other Service Provider | $62,789 | — | $62,789 |
| YVETTE SISTRUNK | Other Service Provider | $61,018 | — | $61,018 |
| STEPHANIE ABASS-SHEREEF | Other Service Provider | $57,586 | — | $57,586 |
| DAVID LETUSHKO | Other Service Provider | $57,229 | — | $57,229 |
| JARET GRANN | Other Service Provider | $55,280 | — | $55,280 |
| RICHARD KENNEDY | Other Service Provider | $53,982 | — | $53,982 |
| DEBBIE KWIATEK | Other Service Provider | $53,371 | — | $53,371 |
| ANDREW PATINO | Other Service Provider | $51,476 | — | $51,476 |
| MARY GORDON | Other Service Provider | $48,989 | — | $48,989 |
| ROBERT A PAURO | Other Service Provider | $42,426 | — | $42,426 |
| JAY BUHAY | Other Service Provider | $42,024 | — | $42,024 |
| ARMAN RAZVI | Other Service Provider | $40,894 | — | $40,894 |
| IRON MOUNTAIN INC. | Other Service Provider | $39,434 | — | $39,434 |
| ANTONIO BOOKIN | Other Service Provider | $35,420 | — | $35,420 |
| EVELYN SOTO | Other Service Provider | $34,282 | — | $34,282 |
| JONATHAN LINDEN | Other Service Provider | $34,143 | — | $34,143 |
| JACOB MADRID | Other Service Provider | $33,055 | — | $33,055 |
| NICOLE GOODALE | Other Service Provider | $30,611 | — | $30,611 |
| VANCE LUND | Other Service Provider | $30,197 | — | $30,197 |
| VANIA NIEVES | Other Service Provider | $29,766 | — | $29,766 |
| RICHARD K COBB | Other Service Provider | $29,764 | — | $29,764 |
| CATHERINE BYRNES | Other Service Provider | $29,347 | — | $29,347 |
| DANIELLE HICKMAN | Other Service Provider | $29,136 | — | $29,136 |
| ERIK LARSEN | Other Service Provider | $28,444 | — | $28,444 |
| ERICA GAY | Other Service Provider | $28,340 | — | $28,340 |
| JASON GEROW | Other Service Provider | $27,672 | — | $27,672 |
| ERIK SABOL | Other Service Provider | $27,139 | — | $27,139 |
| ARAMARK REFRESHMENT SERVICES, LLC | Other Service Provider | $26,927 | — | $26,927 |
| SEAMUS R BREEN | Other Service Provider | $26,835 | — | $26,835 |
| JOSEPH VENNEL | Other Service Provider | $26,103 | — | $26,103 |
| RENO RANDLE | Other Service Provider | $25,955 | — | $25,955 |
| BRENDAN BALCO | Other Service Provider | $25,831 | — | $25,831 |
| PERFECT TEMP SERVICES LLC | Other Service Provider | $16,450 | — | $16,450 |
| CERTIFIED PROTECTION | Other Service Provider | $15,255 | — | $15,255 |
| HIGH CONCRETE GROUP | Other Service Provider | $15,000 | — | $15,000 |
| PROXYVOTE PLUS HOLDINGS INC. | Other Service Provider | $13,500 | — | $13,500 |
| SCHINDLER ELEVATOR CORPORATION | Other Service Provider | $13,244 | — | $13,244 |
| WASTE INDUSTRIES INC | Other Service Provider | $6,381 | — | $6,381 |
| PENN POWER GROUP | Other Service Provider | $5,770 | — | $5,770 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,245,904
- Estimated Expense Ratio: 0.266% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,831,972 | $6,979,460 | — | $135,000 | — |
| 2023 | $17,109,761 | $6,728,431 | — | $151,700 | — |
| 2022 | $12,947,050 | $9,677,222 | — | — | $900,967 |