# Board Of Trustees Eastern Atlantic States Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-administration-carpenters-pension-and-an-plan

> Board Of Trustees Eastern Atlantic States Carpenters Pension Fund's DB plan: 12,161 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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.|NONE|$1,039,239|—|$1,039,239|

| WEDGE CAPITAL MANAGEMENT LLP|NONE|$921,972|—|$921,972|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$837,899|—|$837,899|

| THE REVOLT GROUP LLC|NONE|$722,906|—|$722,906|

| LOOMIS & SAYLES COMPANY LP|NONE|$645,161|$26,095|$671,256|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$662,074|—|$662,074|

| LORD ABBETT & CO. LLC|NONE|$634,022|—|$634,022|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$570,500|—|$570,500|

| EASTERN ATLANTIC STATE REG COUNCIL|NONE|$544,239|—|$544,239|

| FOUNDRY PARTNERS LLC|NONE|$511,691|—|$511,691|

| GREAT LAKES ADVISORS LLC|NONE|$498,754|—|$498,754|

| KROLL HEINEMAN PTASIEWICZ & PARSONS|ATTORNEY|$467,724|—|$467,724|

| STONERIDGE INVESTMENT PARTNERS LLC|NONE|$380,307|—|$380,307|

| ROYAL PRINTING SERVICE|NONE|$368,322|—|$368,322|

| SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$344,608|—|$344,608|

| SEGALL BRYANT & HAMILL LLC|NONE|$337,327|—|$337,327|

| BANK OF NEW YORK MELLON|NONE|$318,646|—|$318,646|

| THE MCKEOGH COMPANY|NONE|$310,134|—|$310,134|

| NATIONAL INVESTMENT SVCS OF AMER|NONE|$295,162|—|$295,162|

| SEGAL SELECT INSURANCE SERVICE INC|NONE|—|$271,453|$271,453|

| CHARTWELL INVESTMENT PARTNERS, LLC|NONE|$260,125|—|$260,125|

| SUSANIN WIDMAN & BRENNAN PC|NONE|$161,863|—|$161,863|

| PIOTR TONIA|NONE|$113,142|—|$113,142|

| LIMBACH FACILITY SERVICES LLC|NONE|$111,995|—|$111,995|

| DOROTHEA KOUBA|NONE|$101,389|—|$101,389|

| JOSEPH OBUCHOWICZ|NONE|$100,438|—|$100,438|

| PRINTERLOGIC INC. DBA VASION|NONE|$95,520|—|$95,520|

| IAN RUEGG|NONE|$75,402|—|$75,402|

| JJ PIERSON ESQ|NONE|$72,000|—|$72,000|

| RYAN SICA|NONE|$68,462|—|$68,462|

| ERIC SCHECKLER|NONE|$66,268|—|$66,268|

| MERRILYN GUARDINO|NONE|$62,789|—|$62,789|

| YVETTE SISTRUNK|NONE|$61,018|—|$61,018|

| STEPHANIE ABASS-SHEREEF|NONE|$57,586|—|$57,586|

| DAVID LETUSHKO|NONE|$57,229|—|$57,229|

| JARET GRANN|NONE|$55,280|—|$55,280|

| RICHARD KENNEDY|NONE|$53,982|—|$53,982|

| DEBBIE KWIATEK|NONE|$53,371|—|$53,371|

| ANDREW PATINO|NONE|$51,476|—|$51,476|

| MARY GORDON|NONE|$48,989|—|$48,989|

| ROBERT A PAURO|NONE|$42,426|—|$42,426|

| JAY BUHAY|NONE|$42,024|—|$42,024|

| ARMAN RAZVI|NONE|$40,894|—|$40,894|

| IRON MOUNTAIN INC.|NONE|$39,434|—|$39,434|

| ANTONIO BOOKIN|NONE|$35,420|—|$35,420|

| EVELYN SOTO|NONE|$34,282|—|$34,282|

| JONATHAN LINDEN|NONE|$34,143|—|$34,143|

| JACOB MADRID|NONE|$33,055|—|$33,055|

| NICOLE GOODALE|NONE|$30,611|—|$30,611|

| VANCE LUND|NONE|$30,197|—|$30,197|

| VANIA NIEVES|NONE|$29,766|—|$29,766|

| RICHARD K COBB|NONE|$29,764|—|$29,764|

| CATHERINE BYRNES|NONE|$29,347|—|$29,347|

| DANIELLE HICKMAN|NONE|$29,136|—|$29,136|

| ERIK LARSEN|NONE|$28,444|—|$28,444|

| ERICA GAY|NONE|$28,340|—|$28,340|

| JASON GEROW|NONE|$27,672|—|$27,672|

| ERIK SABOL|NONE|$27,139|—|$27,139|

| ARAMARK REFRESHMENT SERVICES, LLC|NONE|$26,927|—|$26,927|

| SEAMUS R BREEN|NONE|$26,835|—|$26,835|

| JOSEPH VENNEL|NONE|$26,103|—|$26,103|

| RENO RANDLE|NONE|$25,955|—|$25,955|

| BRENDAN BALCO|NONE|$25,831|—|$25,831|

| PERFECT TEMP SERVICES LLC|NONE|$16,450|—|$16,450|

| CERTIFIED PROTECTION|NONE|$15,255|—|$15,255|

| HIGH CONCRETE GROUP|NONE|$15,000|—|$15,000|

| PROXYVOTE PLUS HOLDINGS INC.|NONE|$13,500|—|$13,500|

| SCHINDLER ELEVATOR CORPORATION|NONE|$13,244|—|$13,244|

| WASTE INDUSTRIES INC|NONE|$6,381|—|$6,381|

| PENN POWER GROUP|NONE|$5,770|—|$5,770|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-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|

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