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
- 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. |
|---|---|---|---|---|
| 2025 | 4,904 | $1.4B | $0 | $0 |
| 2024 | 4,873 | $718.7M | $0 | $0 |
| 2023 | 4,836 | $711.5M | $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 |
|---|---|---|---|---|
| BULTYNCK & CO., P.L.L.C. | Auditor | $67,455 | — | $67,455 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,455
- Estimated Expense Ratio: 0.005% 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 |
|---|---|---|---|---|---|
| 2025 | $6,502,601 | $2,529,521 | $1,025,957 | $67,455 | — |
| 2024 | $5,464,793 | $1,611,795 | $1,061,021 | $63,425 | — |
| 2023 | $5,422,201 | $1,893,441 | $1,022,569 | — | $908,062 |