Plan Snapshot

Plan Sponsor: Bot Of The North Atlantic States Carpenters Pension Fund
Sponsor EIN: 516040899
Sponsor Address: 350 FORDHAM ROAD, WILMINGTON, MA, 01887
Plan Type: DB
Total Participants: 16,341
Total Assets: $5.1B

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	16,341	$5.1B	$274.9M	$0
2023	16,946	$5.0B	$279.1M	$0
2022	17,166	$4.8B	$272.3M	$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
MEKETA INVESTMENT GROUP INC.	Other Service Provider	$1,049,964	—	$1,049,964
ARTISAN PARTNERS LMTD PARTNERSHIP	Other Service Provider	$993,826	—	$993,826
MIDIOR CONSULTING	Other Service Provider	$905,838	—	$905,838
SCHULTHEIS & PANETTIERI LLP	Auditor	$841,580	—	$841,580
LOOMIS SAYLES & COMPANY	Other Service Provider	$814,531	—	$814,531
THE SEGAL COMPANY (EASTERN STATES)	Other Service Provider	$590,032	—	$590,032
WASHINGTON CAPITAL MANAGEMENT, INC	Other Service Provider	$570,820	—	$570,820
BNY MELLON INVESTMENT ADVISER INC	Other Service Provider	$531,682	—	$531,682
VITECH SYSTEMS SUB LLC	Other Service Provider	$528,821	—	$528,821
PRISA III	Other Service Provider	$477,869	—	$477,869
LSV ASSET MANAGEMENT	Other Service Provider	$391,342	—	$391,342
ACADIAN ASSET MANAGEMENT LLC	Other Service Provider	$347,219	—	$347,219
STATE STREET BANK & TRUST CO.	Other Service Provider	$317,645	—	$317,645
RICE HALL JAMES & ASSOC LLC	Other Service Provider	$289,228	—	$289,228
EMPLOYEE A	Recordkeeper	$245,262	—	$245,262
EMPLOYEE B	Recordkeeper	$238,064	—	$238,064
DODGE & COX INVESTMENT MANAGERS	Other Service Provider	$233,874	—	$233,874
THE REVOLT GROUP LLC	Other Service Provider	$233,709	—	$233,709
KRAKOW SOURIS & LANDRY LLC	Other Service Provider	$214,561	—	$214,561
NOVAK FRANCELLA LLC	Auditor	$204,912	—	$204,912
EMPLOYEE C	Recordkeeper	$198,676	—	$198,676
VICTORY CAPITAL MANAGEMENT INC	Investment Advisor	$194,221	—	$194,221
COVE STREET CAPITAL LLC	Other Service Provider	$184,769	—	$184,769
EMPLOYEE D	Recordkeeper	$175,591	—	$175,591
O'REILLY GROSSO GROSS & JONES, PC	Other Service Provider	$165,677	—	$165,677
BLACKROCK INSTL TRUST COMPANY N.A.	Other Service Provider	$160,875	—	$160,875
EMPLOYEE E	Recordkeeper	$159,765	—	$159,765
EMPLOYEE F	Recordkeeper	$150,518	—	$150,518
J.P. MORGAN CHASE BANK NATL ASSOC.	Recordkeeper	$148,445	—	$148,445
EMPLOYEE G	Recordkeeper	$147,712	—	$147,712
WELLINGTON TRUST COMPANY NA	Other Service Provider	$147,411	—	$147,411
VIRGINIA & AMBINDER, LLP	Other Service Provider	$141,745	—	$141,745
EMPLOYEE H	Recordkeeper	$138,531	—	$138,531
EMPLOYEE I	Recordkeeper	$137,803	—	$137,803
EMPLOYEE J	Recordkeeper	$137,349	—	$137,349
EMPLOYEE K	Recordkeeper	$131,166	—	$131,166
EMPLOYEE L	Recordkeeper	$126,810	—	$126,810
EMPLOYEE M	Recordkeeper	$125,410	—	$125,410
EMPLOYEE N	Recordkeeper	$124,871	—	$124,871
EMPLOYEE O	Recordkeeper	$123,174	—	$123,174
NATIONAL SOFTWARE INC	Other Service Provider	$119,809	—	$119,809
EMPLOYEE P	Recordkeeper	$117,608	—	$117,608
EMPLOYEE Q	Recordkeeper	$114,352	—	$114,352
THE JOURNEYMAN PRESS	Other Service Provider	$111,826	—	$111,826
EMPLOYEE R	Recordkeeper	$110,772	—	$110,772
EMPLOYEE S	Recordkeeper	$110,618	—	$110,618
EMPLOYEE T	Recordkeeper	$109,317	—	$109,317
EMPLOYEE U	Recordkeeper	$108,748	—	$108,748
EMPLOYEE V	Recordkeeper	$106,314	—	$106,314
EMPLOYEE W	Recordkeeper	$105,474	—	$105,474
ARCARA LENDA EUSANIO & STACEY, CPAS	Other Service Provider	$102,382	—	$102,382
EMPLOYEE X	Recordkeeper	$100,118	—	$100,118
FIRST ACTUARIAL CONSULTING INC	Other Service Provider	$99,750	—	$99,750
EMPLOYEE Y	Recordkeeper	$95,699	—	$95,699
EMPLOYEE Z	Recordkeeper	$94,405	—	$94,405
EMPLOYEE AA	Recordkeeper	$93,555	—	$93,555
EMPLOYEE AB	Recordkeeper	$93,382	—	$93,382
EMPLOYEE AC	Recordkeeper	$90,469	—	$90,469
EMPLOYEE AD	Recordkeeper	$89,636	—	$89,636
BRIDGEWAY BENEFIT TECHNLOGIES	Other Service Provider	$87,832	—	$87,832
EMPLOYEE AE	Recordkeeper	$83,176	—	$83,176
EMPLOYEE AF	Recordkeeper	$82,986	—	$82,986
EMPLOYEE AH	Recordkeeper	$82,046	—	$82,046
EMPLOYEE AG	Recordkeeper	$82,046	—	$82,046
HARDMAN JOHNSTON GLOBAL ADVISORS LL	Other Service Provider	$81,433	—	$81,433
EMPLOYEE AI	Recordkeeper	$81,064	—	$81,064
EMPLOYEE AJ	Recordkeeper	$79,596	—	$79,596
EMPLOYEE AK	Recordkeeper	$76,911	—	$76,911
EMPLOYEE AL	Recordkeeper	$76,799	—	$76,799
WITHUMSMITH+BROWN, P.C.	Auditor	$75,969	—	$75,969
EMPLOYEE AM	Recordkeeper	$75,665	—	$75,665
EMPLOYEE AN	Recordkeeper	$74,833	—	$74,833
EMPLOYEE AO	Recordkeeper	$73,974	—	$73,974
IRON MOUNTAIN	Other Service Provider	$73,717	—	$73,717
EMPLOYEE AP	Recordkeeper	$72,765	—	$72,765
EMPLOYEE AQ	Recordkeeper	$71,780	—	$71,780
EMPLOYEE AR	Recordkeeper	$71,077	—	$71,077
OPUS INVESTMENT ADVISORS LLC	Other Service Provider	$70,738	—	$70,738
EMPLOYEE AS	Recordkeeper	$70,158	—	$70,158
EMPLOYEE AT	Recordkeeper	$70,153	—	$70,153
EMPLOYEE AU	Recordkeeper	$70,110	—	$70,110
EMPLOYEE AV	Recordkeeper	$69,475	—	$69,475
EMPLOYEE AW	Recordkeeper	$68,422	—	$68,422
EMPLOYEE AX	Recordkeeper	$67,630	—	$67,630
EMPLOYEE AY	Recordkeeper	$66,224	—	$66,224
EMPLOYEE AZ	Recordkeeper	$65,720	—	$65,720
EMPLOYEE BA	Recordkeeper	$65,707	—	$65,707
EMPLOYEE BB	Recordkeeper	$65,690	—	$65,690
EMPLOYEE BC	Recordkeeper	$65,525	—	$65,525
RHUMBLINE ADVISERS LMTD PARTNERSHIP	Other Service Provider	$65,407	—	$65,407
EMPLOYEE BD	Recordkeeper	$64,842	—	$64,842
EMPLOYEE BE	Recordkeeper	$64,306	—	$64,306
EMPLOYEE BF	Recordkeeper	$63,523	—	$63,523
EMPLOYEE BG	Recordkeeper	$63,228	—	$63,228
EMPLOYEE BH	Recordkeeper	$62,625	—	$62,625
EMPLOYEE BI	Recordkeeper	$62,399	—	$62,399
EMPLOYEE BJ	Recordkeeper	$62,248	—	$62,248
EMPLOYEE BK	Recordkeeper	$60,889	—	$60,889
EMPLOYEE BL	Recordkeeper	$60,428	—	$60,428
EMPLOYEE BM	Recordkeeper	$60,237	—	$60,237
EMPLOYEE BN	Recordkeeper	$59,665	—	$59,665
EMPLOYEE BO	Recordkeeper	$59,473	—	$59,473
EMPLOYEE BP	Recordkeeper	$58,968	—	$58,968
EMPLOYEE BQ	Recordkeeper	$58,493	—	$58,493
EMPLOYEE BR	Recordkeeper	$57,807	—	$57,807
EMPLOYEE BS	Recordkeeper	$56,461	—	$56,461
EMPLOYEE BT	Recordkeeper	$56,420	—	$56,420
EMPLOYEE BU	Recordkeeper	$56,212	—	$56,212
EMPLOYEE BV	Recordkeeper	$56,162	—	$56,162
EMPLOYEE BW	Recordkeeper	$55,470	—	$55,470
EMPLOYEE BX	Recordkeeper	$55,188	—	$55,188
SEGAL SELECT INSURANCE SCVS. INC.	Other Service Provider	—	$54,647	$54,647
EMPLOYEE BY	Recordkeeper	$53,771	—	$53,771
EMPLOYEE BZ	Recordkeeper	$52,206	—	$52,206
EMPLOYEE CA	Recordkeeper	$51,748	—	$51,748
EMPLOYEE CB	Recordkeeper	$51,724	—	$51,724
EMPLOYEE CC	Recordkeeper	$51,203	—	$51,203
EMPLOYEE CD	Recordkeeper	$50,408	—	$50,408
EMPLOYEE CE	Recordkeeper	$49,965	—	$49,965
EMPLOYEE CF	Recordkeeper	$49,427	—	$49,427
EMPLOYEE CG	Recordkeeper	$48,747	—	$48,747
EMPLOYEE CH	Recordkeeper	$48,137	—	$48,137
EMPLOYEE CI	Recordkeeper	$47,579	—	$47,579
EMPLOYEE CJ	Recordkeeper	$46,891	—	$46,891
PERFECT PRINTING SOLUTIONS	Other Service Provider	$46,220	—	$46,220
EMPLOYEE CK	Recordkeeper	$45,820	—	$45,820
EMPLOYEE CL	Recordkeeper	$44,664	—	$44,664
EMPLOYEE CM	Recordkeeper	$43,978	—	$43,978
EMPLOYEE CO	Recordkeeper	$42,911	—	$42,911
EMPLOYEE CN	Recordkeeper	$42,911	—	$42,911
EMPLOYEE CP	Recordkeeper	$42,892	—	$42,892
CHEVY CHASE TRUST COMPANY	Other Service Provider	$41,761	—	$41,761
EMPLOYEE CQ	Recordkeeper	$41,338	—	$41,338
EMPLOYEE CR	Recordkeeper	$41,337	—	$41,337
EMPLOYEE CS	Recordkeeper	$39,877	—	$39,877
EMPLOYEE CT	Recordkeeper	$39,818	—	$39,818
COMMONWEALTH CASH MANAGEMENT CORP	Other Service Provider	$39,762	—	$39,762
EMPLOYEE CU	Recordkeeper	$39,008	—	$39,008
EMPLOYEE CV	Recordkeeper	$38,443	—	$38,443
HYGRADE BUSINESS GROUP	Other Service Provider	$36,433	—	$36,433
JJ PIERSON ESQ	Other Service Provider	$36,000	—	$36,000
AMERICAN CLEANING COMPANY	Other Service Provider	$35,860	—	$35,860
EMPLOYEE CW	Recordkeeper	$35,151	—	$35,151
EMPLOYEE CX	Recordkeeper	$34,468	—	$34,468
EMPLOYEE CY	Recordkeeper	$30,971	—	$30,971
EMPLOYEE CZ	Recordkeeper	$30,149	—	$30,149
EMPLOYEE DA	Recordkeeper	$29,956	—	$29,956
STRATUS BUILDING SOLUTIONS	Other Service Provider	$19,605	—	$19,605
KEATING PROPERTY SERVICES	Other Service Provider	$18,906	—	$18,906
PERFORMANCE ENVIRONMENTAL SERVICES	Other Service Provider	$18,672	—	$18,672
LAND SOLUTIONS	Other Service Provider	$14,815	—	$14,815
FRONTLINE COURIER SERVICE INC	Other Service Provider	$13,902	—	$13,902
NEW ENGLAND SYSTEMS, INC	Other Service Provider	$13,786	—	$13,786
PROXYVOTE PLUS HOLDINGS INC.	Other Service Provider	$13,500	—	$13,500
INVESCO TRUST	Other Service Provider	$13,236	—	$13,236
LENDINGCLUB BANK	Other Service Provider	$13,200	—	$13,200
MILLER LANDSCAPING INC	Other Service Provider	$9,208	—	$9,208
JOHNSON CONTROLS SECURITY SOLUTIONS	Other Service Provider	$9,001	—	$9,001
POTOMAC ASSET MANAGEMENT	Other Service Provider	$7,500	—	$7,500
AMALGAMATED MEDICAL CARE MANAGEMENT	Other Service Provider	$7,175	—	$7,175
LEXISNEXIS RISK SOLUTIONS FL INC	Other Service Provider	$6,238	—	$6,238
STATE STREET GLOBAL ADVISORS TRUST	Other Service Provider	$5,551	—	$5,551

Verified Provider Profiles

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

SCHULTHEIS & PANETTIERI LLP — Auditor
EMPLOYEE A — Recordkeeper
EMPLOYEE B — Recordkeeper
NOVAK FRANCELLA LLC — Auditor
EMPLOYEE C — Recordkeeper
VICTORY CAPITAL MANAGEMENT INC — Investment Advisor
EMPLOYEE D — Recordkeeper
EMPLOYEE E — Recordkeeper
EMPLOYEE F — Recordkeeper
J.P. MORGAN CHASE BANK NATL ASSOC. — Recordkeeper
EMPLOYEE G — Recordkeeper
EMPLOYEE H — Recordkeeper
EMPLOYEE I — Recordkeeper
EMPLOYEE J — Recordkeeper
EMPLOYEE K — Recordkeeper
EMPLOYEE L — Recordkeeper
EMPLOYEE M — Recordkeeper
EMPLOYEE N — Recordkeeper
EMPLOYEE O — Recordkeeper
EMPLOYEE P — Recordkeeper
EMPLOYEE Q — Recordkeeper
EMPLOYEE R — Recordkeeper
EMPLOYEE S — Recordkeeper
EMPLOYEE T — Recordkeeper
EMPLOYEE U — Recordkeeper
EMPLOYEE V — Recordkeeper
EMPLOYEE W — Recordkeeper
EMPLOYEE X — Recordkeeper
EMPLOYEE Y — Recordkeeper
EMPLOYEE Z — Recordkeeper
EMPLOYEE AA — Recordkeeper
EMPLOYEE AB — Recordkeeper
EMPLOYEE AC — Recordkeeper
EMPLOYEE AD — Recordkeeper
EMPLOYEE AE — Recordkeeper
EMPLOYEE AF — Recordkeeper
EMPLOYEE AH — Recordkeeper
EMPLOYEE AG — Recordkeeper
EMPLOYEE AI — Recordkeeper
EMPLOYEE AJ — Recordkeeper
EMPLOYEE AK — Recordkeeper
EMPLOYEE AL — Recordkeeper
WITHUMSMITH+BROWN, P.C. — Auditor
EMPLOYEE AM — Recordkeeper
EMPLOYEE AN — Recordkeeper
EMPLOYEE AO — Recordkeeper
EMPLOYEE AP — Recordkeeper
EMPLOYEE AQ — Recordkeeper
EMPLOYEE AR — Recordkeeper
EMPLOYEE AS — Recordkeeper
EMPLOYEE AT — Recordkeeper
EMPLOYEE AU — Recordkeeper
EMPLOYEE AV — Recordkeeper
EMPLOYEE AW — Recordkeeper
EMPLOYEE AX — Recordkeeper
EMPLOYEE AY — Recordkeeper
EMPLOYEE AZ — Recordkeeper
EMPLOYEE BA — Recordkeeper
EMPLOYEE BB — Recordkeeper
EMPLOYEE BC — Recordkeeper
EMPLOYEE BD — Recordkeeper
EMPLOYEE BE — Recordkeeper
EMPLOYEE BF — Recordkeeper
EMPLOYEE BG — Recordkeeper
EMPLOYEE BH — Recordkeeper
EMPLOYEE BI — Recordkeeper
EMPLOYEE BJ — Recordkeeper
EMPLOYEE BK — Recordkeeper
EMPLOYEE BL — Recordkeeper
EMPLOYEE BM — Recordkeeper
EMPLOYEE BN — Recordkeeper
EMPLOYEE BO — Recordkeeper
EMPLOYEE BP — Recordkeeper
EMPLOYEE BQ — Recordkeeper
EMPLOYEE BR — Recordkeeper
EMPLOYEE BS — Recordkeeper
EMPLOYEE BT — Recordkeeper
EMPLOYEE BU — Recordkeeper
EMPLOYEE BV — Recordkeeper
EMPLOYEE BW — Recordkeeper
EMPLOYEE BX — Recordkeeper
EMPLOYEE BY — Recordkeeper
EMPLOYEE BZ — Recordkeeper
EMPLOYEE CA — Recordkeeper
EMPLOYEE CB — Recordkeeper
EMPLOYEE CC — Recordkeeper
EMPLOYEE CD — Recordkeeper
EMPLOYEE CE — Recordkeeper
EMPLOYEE CF — Recordkeeper
EMPLOYEE CG — Recordkeeper
EMPLOYEE CH — Recordkeeper
EMPLOYEE CI — Recordkeeper
EMPLOYEE CJ — Recordkeeper
EMPLOYEE CK — Recordkeeper
EMPLOYEE CL — Recordkeeper
EMPLOYEE CM — Recordkeeper
EMPLOYEE CO — Recordkeeper
EMPLOYEE CN — Recordkeeper
EMPLOYEE CP — Recordkeeper
EMPLOYEE CQ — Recordkeeper
EMPLOYEE CR — Recordkeeper
EMPLOYEE CS — Recordkeeper
EMPLOYEE CT — Recordkeeper
EMPLOYEE CU — Recordkeeper
EMPLOYEE CV — Recordkeeper
EMPLOYEE CW — Recordkeeper
EMPLOYEE CX — Recordkeeper
EMPLOYEE CY — Recordkeeper
EMPLOYEE CZ — Recordkeeper
EMPLOYEE DA — Recordkeeper

Plan Fees & Expenses

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

Total Service Provider Fees: $20,295,680
Estimated Expense Ratio: 0.399% 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	$26,113,352	$8,857,030	—	$135,000	—
2023	$23,931,595	$8,607,793	—	$132,000	—
2022	$22,066,117	$8,139,954	$737,027	—	$2,465,289

Bot Of The North Atlantic States Carpenters Pension Fund DB Plan