# Board Of Trustees - Tri-State Carpenters And Joiners Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-tri-state-carpenters-and-joiners-pension-plan

> Board Of Trustees - Tri-State Carpenters And Joiners Pension's DB plan: 2,259 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

| BLACKSTONE INFRASTRUCTURE PARTNERS|NONE|$1,469,655|—|$1,469,655|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$381,982|—|$381,982|

| VICTORY CAPITAL MANAGEMENT|NONE|$156,950|—|$156,950|

| MORGAN STANLEY|NONE|$152,821|—|$152,821|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$143,305|$143,305|

| NEWTOWER TRUST COMPANY|NONE|—|$122,739|$122,739|

| HIGHLAND CAPITAL MANAGEMENT|NONE|$112,193|$430|$112,623|

| JOHNSTON ASSET MANAGEMENT|NONE|$111,596|—|$111,596|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|—|$107,506|$107,506|

| INVESTMENT PERFORMANCE SERVICES LLC|NONE|$92,414|—|$92,414|

| JPMORGAN CHASE BANK, N.A.|NONE|$88,953|—|$88,953|

| ATLANTA CAPITAL MANAGEMENT|NONE|$74,555|—|$74,555|

| NEUBERGER BERMAN, LLC|NONE|$32,701|$39,859|$72,560|

| INTERCONTINENTAL REAL ESTATE CORP.|NONE|—|$70,977|$70,977|

| DANIELS, IRWIN & AYLOR|NONE|$69,700|—|$69,700|

| U.S. BANK|NONE|$61,100|—|$61,100|

| ASB ALLEGIANCE|NONE|$57,224|—|$57,224|

| WEDGE CAPITAL MANAGEMENT|NONE|$54,782|$1,071|$55,853|

| REYNOLDS CONSULTING SERVICES|NONE|$51,250|—|$51,250|

| OSBORN, CARREIRO & ASSOCIATES|NONE|$44,300|—|$44,300|

| ARNALL GOLDEN GREGORY LLP|NONE|$43,629|—|$43,629|

| NEEDLES & ASSOCIATES LLC|NONE|$37,940|—|$37,940|

| INVESCO ADVISORS, INC.|NONE|$35,021|—|$35,021|

| ADMINISTRATOR|EMPLOYEE|$27,197|—|$27,197|

| FIRST HORIZON|NONE|$26,208|—|$26,208|

| SHUMAKER, LOOP & KENDRICK LLP|NONE|$20,839|—|$20,839|

| RICE HALL JAMES|NONE|$10,744|—|$10,744|

| THE YOUNGDAHL LAW FIRM|NONE|$6,250|—|$6,250|

| PROXYVOTE PLUS LLC|NONE|$6,000|—|$6,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,711,891

- **Estimated Expense Ratio:** 0.821% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-tri-state-carpenters-and-joiners-pension-plan)

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