Plan Snapshot
- Plan Sponsor: Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity
- Sponsor EIN: 541999516
- Sponsor Address: 6710 OXON HILL ROAD, SUITE 450, OXON HILL, MD, 207451195
- Plan Type: DC
- Total Participants: 13,746
- Total Assets: $125.9M
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 | 13,746 | $125.9M | $10.0M | $0 |
| 2023 | 13,397 | $122.1M | $9.0M | $0 |
| 2022 | 13,291 | $123.4M | $9.7M | $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 |
|---|---|---|---|---|
| EASTERN ATLANTIC STATES CARPENTERS | Recordkeeper | $337,787 | — | $337,787 |
| BLACKSTONE INFRASTRUCTURE PARTNERS | Other Service Provider | $280,543 | — | $280,543 |
| ASB CAPITAL | Other Service Provider | $114,860 | — | $114,860 |
| ZENITH-AMERICAN ADMINISTRATORS | Other Service Provider | $76,965 | — | $76,965 |
| SIERRA | Other Service Provider | $66,694 | — | $66,694 |
| GREAT LAKES ADVISORS | Other Service Provider | $65,235 | — | $65,235 |
| CALIBRE CPA GROUP | Auditor | $60,484 | — | $60,484 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $52,515 | — | $52,515 |
| INVESTMENT PERFORMANCE SERVICE | Other Service Provider | $45,250 | — | $45,250 |
| CHARTWELL INV PARTNERS | Other Service Provider | $41,065 | — | $41,065 |
| HARDMAN JOHNSTON | Other Service Provider | $30,406 | — | $30,406 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $27,477 | — | $27,477 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $25,268 | — | $25,268 |
| SEGALL INVESTMENT | Other Service Provider | $21,280 | — | $21,280 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $11,685 | — | $11,685 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $6,421 | $6,421 |
| CHEVY CHASE TRUST | Other Service Provider | $5,628 | — | $5,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EASTERN ATLANTIC STATES CARPENTERS — Recordkeeper
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,269,563
- Estimated Expense Ratio: 1.008% 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 | $1,297,153 | $727,444 | $76,965 | $60,484 | — |
| 2023 | $983,320 | $471,424 | $324,072 | $17,174 | — |
| 2022 | $892,775 | $447,049 | $292,125 | — | $58,824 |