Plan Snapshot
- Plan Sponsor: Board Of Trustees - Tri-State Carpenters And Joiners Pension
- Sponsor EIN: 620976048
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 2,259
- Total Assets: $452.1M
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 | 2,259 | $452.1M | $31.7M | $0 |
| 2023 | 2,085 | $228.4M | $17.0M | $0 |
| 2022 | 2,208 | $209.8M | $18.3M | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR | Auditor | $121,392 | — | $121,392 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,392
- Estimated Expense Ratio: 0.027% 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 | $3,687,700 | $2,581,221 | $246,800 | $121,392 | — |
| 2023 | $1,557,008 | $981,729 | $140,400 | $48,350 | — |
| 2022 | $1,670,765 | $1,148,381 | $140,400 | — | $104,928 |