Plan Snapshot
- Plan Sponsor: Board Of Trustees- Louisiana Carpenters Pension Fund
- Sponsor EIN: 510163535
- Sponsor Address: 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 370723589
- Plan Type: DB
- Plan Number: 001
- Total Participants: 826
- Total Assets: $63.2M
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. |
|---|---|---|---|---|
| 2022 | 826 | $63.2M | $3.5M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $101,416 | — | $101,416 |
| NEEDLES AND ASSOCIATES, LLC | Other Service Provider | $48,203 | — | $48,203 |
| INVESTMENT CONSULTING SERVICES | Other Service Provider | $41,500 | — | $41,500 |
| OSBORN CARREIRO AND ASSOCIATES, INC | Other Service Provider | $28,000 | — | $28,000 |
| COMMERCE TRUST COMPANY | Other Service Provider | $25,904 | — | $25,904 |
| ROBEIN, URANN, SPENCER, PICARD & CA | Other Service Provider | $13,975 | — | $13,975 |
| US BANK | Recordkeeper | $10,777 | — | $10,777 |
| RHUMBLINE ADVISORS | Other Service Provider | $9,801 | — | $9,801 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $279,576
- Estimated Expense Ratio: 0.442% 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 |
|---|---|---|---|---|---|
| 2022 | $368,930 | $106,794 | $77,450 | — | $74,625 |