Plan Snapshot
- Plan Sponsor: Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund
- Sponsor EIN: 222406812
- Sponsor Address: 1811 SPRING GARDEN STREET, PHILADELPHIA, PA, 19130
- Plan Type: DC
- Total Participants: 14,943
- Total Assets: $2.2B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14,943 | $2.2B | $113.4M | $0 |
| 2023 | 14,807 | $2.1B | $115.7M | $0 |
| 2022 | 17,441 | $2.0B | $53.2M | $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 |
|---|---|---|---|---|
| LORD ABBETT & CO. LLC | Other Service Provider | $437,152 | — | $437,152 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $408,708 | — | $408,708 |
| SIERRA INVESTMENT PARTNERS INC. | Other Service Provider | $386,883 | — | $386,883 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $372,905 | — | $372,905 |
| LOOMIS SAYLES & COMPANY LP | Other Service Provider | $352,092 | $11,809 | $363,901 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $315,060 | — | $315,060 |
| GREAT LAKES ADVISORS LLC | Other Service Provider | $305,255 | — | $305,255 |
| WEDGE CAPITAL MANAGEMENT LLP | Other Service Provider | $241,319 | — | $241,319 |
| BANK OF NEW YORK MELLON | Other Service Provider | $158,800 | — | $158,800 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $103,621 | — | $103,621 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $103,437 | — | $103,437 |
| PIOTR TONIA | Other Service Provider | $94,045 | — | $94,045 |
| JACQUELINE ERVIN | Other Service Provider | $79,274 | — | $79,274 |
| ERIC SCHECKLER | Other Service Provider | $75,689 | — | $75,689 |
| JOSEPH OBUCHOWICZ | Other Service Provider | $56,291 | — | $56,291 |
| RYAN SICA | Other Service Provider | $56,013 | — | $56,013 |
| ANGELICA STANOJLOVIC | Other Service Provider | $52,396 | — | $52,396 |
| IAN RUEGG | Other Service Provider | $51,314 | — | $51,314 |
| SARA MOLINA | Other Service Provider | $45,494 | — | $45,494 |
| MERRILYN GUARDINO | Other Service Provider | $45,468 | — | $45,468 |
| SUSANIN WIDMAN & BRENNAN PC | Other Service Provider | $42,358 | — | $42,358 |
| MARY GORDON | Other Service Provider | $41,731 | — | $41,731 |
| JASON GEROW | Other Service Provider | $39,820 | — | $39,820 |
| JARET GRANN | Other Service Provider | $39,666 | — | $39,666 |
| STEPHANIE ABASS-SHEREEF | Other Service Provider | $35,295 | — | $35,295 |
| ROBERT A PAURO | Other Service Provider | $33,717 | — | $33,717 |
| KROLL HEINEMAN PTASIEWICZ & PARSONS | Other Service Provider | $27,064 | — | $27,064 |
| DAVID LETUSHKO | Other Service Provider | $26,414 | — | $26,414 |
| EVELYN KUSTRA | Other Service Provider | $26,383 | — | $26,383 |
| RICHARD KENNEDY | Other Service Provider | $25,682 | — | $25,682 |
| DEBBIE KWIATEK | Other Service Provider | $25,529 | — | $25,529 |
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: $4,116,684
- Estimated Expense Ratio: 0.183% 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 | $6,025,770 | $3,059,709 | — | $84,000 | — |
| 2023 | $5,950,699 | $2,711,166 | — | $97,595 | — |
| 2022 | $5,243,781 | $3,135,135 | — | — | $172,189 |