Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity
- Sponsor EIN: 386242188
- Sponsor Address: P.O. BOX 4540, TROY, MI, 480994540
- Plan Type: DB
- Plan Number: 001
- Total Participants: 4,904
- 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. |
|---|---|---|---|---|
| 2024 | 4,904 | $1.4B | $121.8M | $0 |
| 2023 | 4,873 | $718.7M | $120.0M | $0 |
| 2022 | 4,836 | $711.5M | $109.5M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $1,120,088 | — | $1,120,088 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $947,192 | — | $947,192 |
| CARPENTERS FRINGE BENEFIT FUNDS JDC | Other Service Provider | $606,584 | — | $606,584 |
| NOVARA LAW GROUP, PLLC | Other Service Provider | $471,529 | — | $471,529 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $337,273 | $23,022 | $360,295 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $312,666 | — | $312,666 |
| MORGAN STANLEY GLOBAL BANKING | Other Service Provider | $275,000 | — | $275,000 |
| LSV ASSET MANAGEMENT | Other Service Provider | $226,569 | — | $226,569 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $198,341 | — | $198,341 |
| AMERICAN GRAPHICS PRINTING CO | Other Service Provider | $120,203 | — | $120,203 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $117,989 | — | $117,989 |
| BULTYNCK & CO., PLLC | Other Service Provider | $84,455 | — | $84,455 |
| REINHART PARTNERS, INC. | Other Service Provider | $73,421 | — | $73,421 |
| MADDIN HAUSER ROTH & HELLER PC | ERISA Attorney | $72,409 | — | $72,409 |
| COMERICA BANK | Other Service Provider | $65,000 | — | $65,000 |
| WESTEND ADVISORS | Other Service Provider | $29,302 | — | $29,302 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $27,370 | — | $27,370 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MADDIN HAUSER ROTH & HELLER PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,108,413
- Estimated Expense Ratio: 0.378% 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 | $6,502,601 | $2,529,521 | $1,025,957 | $67,455 | — |
| 2023 | $5,464,793 | $1,611,795 | $1,061,021 | $63,425 | — |
| 2022 | $5,422,201 | $1,893,441 | $1,022,569 | — | $908,062 |