# Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-mid-atlantic-regional-council-of-carpenters-annuity-plan

> Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity's DC plan: 13,746 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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|

| CALIBRE CPA GROUP, PLLC|Auditor|$60,484|—|$60,484|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,484

- **Estimated Expense Ratio:** 0.048% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-mid-atlantic-regional-council-of-carpenters-annuity-plan)

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