# Bot North Atlantic States Carpenters Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bot-north-atlantic-states-carpenters-vacation-fund-043322721-501

> Bot North Atlantic States Carpenters Vacation Fund's Health & Welfare plan: 11,826 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bot North Atlantic States Carpenters Vacation Fund

- **Sponsor EIN:** 043322721

- **Sponsor Address:** 350 FORDHAM ROAD, WILMINGTON, MA, 01887

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 11,826

- **Total Assets:** $5.8M

## 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|11,826|$5.8M|$0|$22.6M|

| 2023|11,749|$6.1M|$0|$23.3M|

| 2022|11,782|$6.0M|$0|$23.1M|

## 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|

| NAS CARPENTERS PENSION FUND (CCA)|Other Service Provider|$99,137|—|$99,137|

| THE JOURNEYMAN PRESS|Other Service Provider|$27,637|—|$27,637|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$17,000|—|$17,000|

| HYGRADE BUSINESS GROUP, INC.|Other Service Provider|$6,181|—|$6,181|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,955

- **Estimated Expense Ratio:** 2.583% 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|$200,582|—|—|$17,000|—|

| 2023|$149,593|—|—|$15,000|—|

| 2022|$127,635|—|—|—|$14,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bot-north-atlantic-states-carpenters-vacation-fund-043322721-501)

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