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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | Auditor | $135,000 | — | $135,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,000
- Estimated Expense Ratio: 0.003% 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 |