# Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan

> Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund's DC plan: 14,943 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 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](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:** $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|

## Similar Plans

- [Greater Pennsylvania Carpenters' Annuity And Savings Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-annuity-and-savings-fund-plan) — 16,943 participants

- [Greater Pennsylvania Carpenters' Pension Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-pension-fund-plan) — 8,933 participants

- [International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan) — 4,931 participants

- [Kinsley Enterprises, INC.](https://planprovider.pro/companies/kinsley-enterprises-inc-401k-plan) — 3,921 participants

- [Kinsley Construction, INC.](https://planprovider.pro/companies/kinsley-construction-inc-401k-plan) — 3,709 participants

- [Wright Brothers, INC.](https://planprovider.pro/companies/wright-brothers-inc-401k-plan-001-8714) — 2,009 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan)

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