# Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-carpenters-pension-trust-funddetroit-vicinity-386242188-001

> Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity's DB plan: 4,904 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/maddin-hauser-roth-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-carpenters-pension-trust-funddetroit-vicinity-386242188-001)

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