# Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-indiana-kentucky-ohio-regional-council-carpenters-pe-plan

> Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe's DB plan: 5,712 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe

- **Sponsor EIN:** 516123713

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 48098

- **Plan Type:** DB

- **Total Participants:** 5,712

- **Total Assets:** $1.6B

## 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|5,712|$1.6B|$0|$0|

| 2023|4,873|$1.5B|$0|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$74,275|—|$74,275|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,275

- **Estimated Expense Ratio:** 0.005% 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|$3,357,072|$1,425,409|$592,968|$74,275|—|

| 2023|$3,837,921|$2,031,011|$566,970|—|$551,095|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-indiana-kentucky-ohio-regional-council-carpenters-pe-plan)

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