# Board Of Trustees Indiana State Council Of Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-indiana-state-council-of-carpenters-pension-fund-356060378-001

> Board Of Trustees Indiana State Council Of Carpenters Pension Fund's DB plan: 8,190 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 Indiana State Council Of Carpenters Pension Fund

- **Sponsor EIN:** 356060378

- **Sponsor Address:** 700 TOWER DRIVE, STE 300, TROY, MI, 48098

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 8,190

- **Total Assets:** $1.4B

## 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|8,190|$1.4B|$105.7M|$0|

| 2023|6,965|$1.3B|$93.4M|$0|

| 2022|3,694|$1.2B|$36.8M|$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|

| MORGAN STANLEY|Other Service Provider|$1,932,911|—|$1,932,911|

| BENESYS, INC.|Other Service Provider|$526,716|—|$526,716|

| BLACKSTONE INFRA. ADVISORS LLC|Other Service Provider|$335,694|—|$335,694|

| COMERICA|Other Service Provider|$270,196|—|$270,196|

| UNITED ACTUARIAL SERVICES, INC|Other Service Provider|$207,313|—|$207,313|

| REINHART BOERNER VAN DEUREN|Other Service Provider|$182,027|—|$182,027|

| CHEVY CHASE TRUST|Other Service Provider|$177,669|—|$177,669|

| JOHNSON AND KROL|Other Service Provider|$172,468|—|$172,468|

| VICTORY CAPITAL MANAGEMENT|Investment Advisor|$136,592|—|$136,592|

| LM HENDERSON|Other Service Provider|$63,699|—|$63,699|

| LEGACY PROFESSIONALS LLP|Auditor|$58,000|—|$58,000|

| REGIONS BANK|Other Service Provider|$48,183|—|$48,183|

| L&G INV. MGMT. AMERICA, INC.|Other Service Provider|$38,368|—|$38,368|

| INVESCO ADVISERS, INC|Other Service Provider|$30,509|—|$30,509|

| AMERICAN GRAPHICS|Other Service Provider|$13,253|—|$13,253|

| GRM INFORMATION MANAGEMENT|Other Service Provider|$8,963|—|$8,963|

| SMART SOURCE LLC|Other Service Provider|$6,517|—|$6,517|

| NCCMP|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor

- [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:** $4,215,078

- **Estimated Expense Ratio:** 0.312% 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|$4,950,538|$2,651,743|$468,546|$58,000|—|

| 2023|$4,894,924|$2,265,023|$467,798|$80,350|—|

| 2022|$2,112,503|$1,075,494|$235,158|—|$370,650|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-indiana-state-council-of-carpenters-pension-fund-356060378-001)

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