Plan Snapshot
- Plan Sponsor: Board Of Trustees Ohio Carpenters' Annuity Fund
- Sponsor EIN: 341778747
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: DC
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $7.0M | $0 |
| 2023 | 10,256 | $409.9M | $35.5M | $0 |
| 2022 | 9,314 | $371.0M | $30.1M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | Recordkeeper | $243,725 | — | $243,725 |
| BENESYS, INC. | Other Service Provider | $26,158 | — | $26,158 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $16,667 | — | $16,667 |
| OHIO CARPENTERS' FBF, INC. | Other Service Provider | $11,661 | — | $11,661 |
| SHUMAKER, LOOP & KENDRICK, LLP | Other Service Provider | $9,315 | — | $9,315 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERV — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $307,526
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 | $319,235 | $16,667 | $25,464 | — | — |
| 2023 | $2,034,446 | $100,000 | $150,784 | $50,000 | — |
| 2022 | $1,838,754 | $1,458,124 | $146,880 | — | $111,214 |