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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $84,000 | — | $84,000 |
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: $84,000
- Estimated Expense Ratio: 0.004% 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 |