Plan Snapshot
- Plan Sponsor: Board Of Trustees, Michigan Carpenters' Pension Fund
- Sponsor EIN: 386233978
- Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 48917
- Plan Type: DB
- Total Participants: 3,894
- Total Assets: $724.7M
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 | 3,894 | $724.7M | $0 | $0 |
| 2023 | 3,408 | $659.2M | $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 |
|---|---|---|---|---|
| BENDA, GRACE, STULZ & COMPANY, P.C. | Auditor | $30,300 | — | $30,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,300
- 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 | $3,091,100 | $1,779,822 | $385,450 | $30,300 | — |
| 2023 | $3,220,125 | $1,874,443 | $357,371 | — | $524,115 |