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
- 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. |
|---|---|---|---|---|
| 2025 | 8,190 | $1.4B | $0 | $0 |
| 2024 | 6,965 | $1.3B | $0 | $0 |
| 2023 | 3,694 | $1.2B | $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 | $58,000 | — | $58,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,000
- 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 |
|---|---|---|---|---|---|
| 2025 | $4,950,538 | $2,651,743 | $468,546 | $58,000 | — |
| 2024 | $4,894,924 | $2,265,023 | $467,798 | $80,350 | — |
| 2023 | $2,112,503 | $1,075,494 | $235,158 | — | $370,650 |