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.	NONE	$1,049,964	—	$1,049,964
ARTISAN PARTNERS LMTD PARTNERSHIP	NONE	$993,826	—	$993,826
MIDIOR CONSULTING	NONE	$905,838	—	$905,838
SCHULTHEIS & PANETTIERI LLP	NONE	$841,580	—	$841,580
LOOMIS SAYLES & COMPANY	NONE	$814,531	—	$814,531
THE SEGAL COMPANY (EASTERN STATES)	NONE	$590,032	—	$590,032
WASHINGTON CAPITAL MANAGEMENT, INC	NONE	$570,820	—	$570,820
BNY MELLON INVESTMENT ADVISER INC	NONE	$531,682	—	$531,682
VITECH SYSTEMS SUB LLC	NONE	$528,821	—	$528,821
PRISA III	NONE	$477,869	—	$477,869
LSV ASSET MANAGEMENT	NONE	$391,342	—	$391,342
ACADIAN ASSET MANAGEMENT LLC	NONE	$347,219	—	$347,219
STATE STREET BANK & TRUST CO.	NONE	$317,645	—	$317,645
RICE HALL JAMES & ASSOC LLC	NONE	$289,228	—	$289,228
EMPLOYEE A	NONE	$245,262	—	$245,262
EMPLOYEE B	NONE	$238,064	—	$238,064
DODGE & COX INVESTMENT MANAGERS	NONE	$233,874	—	$233,874
THE REVOLT GROUP LLC	NONE	$233,709	—	$233,709
KRAKOW SOURIS & LANDRY LLC	NONE	$214,561	—	$214,561
NOVAK FRANCELLA LLC	NONE	$204,912	—	$204,912
EMPLOYEE C	NONE	$198,676	—	$198,676
VICTORY CAPITAL MANAGEMENT INC	NONE	$194,221	—	$194,221
COVE STREET CAPITAL LLC	NONE	$184,769	—	$184,769
EMPLOYEE D	NONE	$175,591	—	$175,591
O'REILLY GROSSO GROSS & JONES, PC	NONE	$165,677	—	$165,677
BLACKROCK INSTL TRUST COMPANY N.A.	NONE	$160,875	—	$160,875
EMPLOYEE E	NONE	$159,765	—	$159,765
EMPLOYEE F	NONE	$150,518	—	$150,518
J.P. MORGAN CHASE BANK NATL ASSOC.	NONE	$148,445	—	$148,445
EMPLOYEE G	NONE	$147,712	—	$147,712
WELLINGTON TRUST COMPANY NA	NONE	$147,411	—	$147,411
VIRGINIA & AMBINDER, LLP	NONE	$141,745	—	$141,745
EMPLOYEE H	NONE	$138,531	—	$138,531
EMPLOYEE I	NONE	$137,803	—	$137,803
EMPLOYEE J	NONE	$137,349	—	$137,349
EMPLOYEE K	NONE	$131,166	—	$131,166
EMPLOYEE L	NONE	$126,810	—	$126,810
EMPLOYEE M	NONE	$125,410	—	$125,410
EMPLOYEE N	NONE	$124,871	—	$124,871
EMPLOYEE O	NONE	$123,174	—	$123,174
NATIONAL SOFTWARE INC	NONE	$119,809	—	$119,809
EMPLOYEE P	NONE	$117,608	—	$117,608
EMPLOYEE Q	NONE	$114,352	—	$114,352
THE JOURNEYMAN PRESS	NONE	$111,826	—	$111,826
EMPLOYEE R	NONE	$110,772	—	$110,772
EMPLOYEE S	NONE	$110,618	—	$110,618
EMPLOYEE T	NONE	$109,317	—	$109,317
EMPLOYEE U	NONE	$108,748	—	$108,748
EMPLOYEE V	NONE	$106,314	—	$106,314
EMPLOYEE W	NONE	$105,474	—	$105,474
ARCARA LENDA EUSANIO & STACEY, CPAS	NONE	$102,382	—	$102,382
EMPLOYEE X	NONE	$100,118	—	$100,118
FIRST ACTUARIAL CONSULTING INC	NONE	$99,750	—	$99,750
EMPLOYEE Y	NONE	$95,699	—	$95,699
EMPLOYEE Z	NONE	$94,405	—	$94,405
EMPLOYEE AA	NONE	$93,555	—	$93,555
EMPLOYEE AB	NONE	$93,382	—	$93,382
EMPLOYEE AC	NONE	$90,469	—	$90,469
EMPLOYEE AD	NONE	$89,636	—	$89,636
BRIDGEWAY BENEFIT TECHNLOGIES	NONE	$87,832	—	$87,832
EMPLOYEE AE	NONE	$83,176	—	$83,176
EMPLOYEE AF	NONE	$82,986	—	$82,986
EMPLOYEE AH	NONE	$82,046	—	$82,046
EMPLOYEE AG	NONE	$82,046	—	$82,046
HARDMAN JOHNSTON GLOBAL ADVISORS LL	NONE	$81,433	—	$81,433
EMPLOYEE AI	NONE	$81,064	—	$81,064
EMPLOYEE AJ	NONE	$79,596	—	$79,596
EMPLOYEE AK	NONE	$76,911	—	$76,911
EMPLOYEE AL	NONE	$76,799	—	$76,799
WITHUMSMITH+BROWN, P.C.	NONE	$75,969	—	$75,969
EMPLOYEE AM	NONE	$75,665	—	$75,665
EMPLOYEE AN	NONE	$74,833	—	$74,833
EMPLOYEE AO	NONE	$73,974	—	$73,974
IRON MOUNTAIN	NONE	$73,717	—	$73,717
EMPLOYEE AP	NONE	$72,765	—	$72,765
EMPLOYEE AQ	NONE	$71,780	—	$71,780
EMPLOYEE AR	NONE	$71,077	—	$71,077
OPUS INVESTMENT ADVISORS LLC	NONE	$70,738	—	$70,738
EMPLOYEE AS	NONE	$70,158	—	$70,158
EMPLOYEE AT	NONE	$70,153	—	$70,153
EMPLOYEE AU	NONE	$70,110	—	$70,110
EMPLOYEE AV	NONE	$69,475	—	$69,475
EMPLOYEE AW	NONE	$68,422	—	$68,422
EMPLOYEE AX	NONE	$67,630	—	$67,630
EMPLOYEE AY	NONE	$66,224	—	$66,224
EMPLOYEE AZ	NONE	$65,720	—	$65,720
EMPLOYEE BA	NONE	$65,707	—	$65,707
EMPLOYEE BB	NONE	$65,690	—	$65,690
EMPLOYEE BC	NONE	$65,525	—	$65,525
RHUMBLINE ADVISERS LMTD PARTNERSHIP	NONE	$65,407	—	$65,407
EMPLOYEE BD	NONE	$64,842	—	$64,842
EMPLOYEE BE	NONE	$64,306	—	$64,306
EMPLOYEE BF	NONE	$63,523	—	$63,523
EMPLOYEE BG	NONE	$63,228	—	$63,228
EMPLOYEE BH	NONE	$62,625	—	$62,625
EMPLOYEE BI	NONE	$62,399	—	$62,399
EMPLOYEE BJ	NONE	$62,248	—	$62,248
EMPLOYEE BK	NONE	$60,889	—	$60,889
EMPLOYEE BL	NONE	$60,428	—	$60,428
EMPLOYEE BM	NONE	$60,237	—	$60,237
EMPLOYEE BN	NONE	$59,665	—	$59,665
EMPLOYEE BO	NONE	$59,473	—	$59,473
EMPLOYEE BP	NONE	$58,968	—	$58,968
EMPLOYEE BQ	NONE	$58,493	—	$58,493
EMPLOYEE BR	NONE	$57,807	—	$57,807
EMPLOYEE BS	NONE	$56,461	—	$56,461
EMPLOYEE BT	NONE	$56,420	—	$56,420
EMPLOYEE BU	NONE	$56,212	—	$56,212
EMPLOYEE BV	NONE	$56,162	—	$56,162
EMPLOYEE BW	NONE	$55,470	—	$55,470
EMPLOYEE BX	NONE	$55,188	—	$55,188
SEGAL SELECT INSURANCE SCVS. INC.	NONE	—	$54,647	$54,647
EMPLOYEE BY	NONE	$53,771	—	$53,771
EMPLOYEE BZ	NONE	$52,206	—	$52,206
EMPLOYEE CA	NONE	$51,748	—	$51,748
EMPLOYEE CB	NONE	$51,724	—	$51,724
EMPLOYEE CC	NONE	$51,203	—	$51,203
EMPLOYEE CD	NONE	$50,408	—	$50,408
EMPLOYEE CE	NONE	$49,965	—	$49,965
EMPLOYEE CF	NONE	$49,427	—	$49,427
EMPLOYEE CG	NONE	$48,747	—	$48,747
EMPLOYEE CH	NONE	$48,137	—	$48,137
EMPLOYEE CI	NONE	$47,579	—	$47,579
EMPLOYEE CJ	NONE	$46,891	—	$46,891
PERFECT PRINTING SOLUTIONS	NONE	$46,220	—	$46,220
EMPLOYEE CK	NONE	$45,820	—	$45,820
EMPLOYEE CL	NONE	$44,664	—	$44,664
EMPLOYEE CM	NONE	$43,978	—	$43,978
EMPLOYEE CO	NONE	$42,911	—	$42,911
EMPLOYEE CN	NONE	$42,911	—	$42,911
EMPLOYEE CP	NONE	$42,892	—	$42,892
CHEVY CHASE TRUST COMPANY	NONE	$41,761	—	$41,761
EMPLOYEE CQ	NONE	$41,338	—	$41,338
EMPLOYEE CR	NONE	$41,337	—	$41,337
EMPLOYEE CS	NONE	$39,877	—	$39,877
EMPLOYEE CT	NONE	$39,818	—	$39,818
COMMONWEALTH CASH MANAGEMENT CORP	NONE	$39,762	—	$39,762
EMPLOYEE CU	NONE	$39,008	—	$39,008
EMPLOYEE CV	NONE	$38,443	—	$38,443
HYGRADE BUSINESS GROUP	NONE	$36,433	—	$36,433
JJ PIERSON ESQ	NONE	$36,000	—	$36,000
AMERICAN CLEANING COMPANY	NONE	$35,860	—	$35,860
EMPLOYEE CW	NONE	$35,151	—	$35,151
EMPLOYEE CX	NONE	$34,468	—	$34,468
EMPLOYEE CY	NONE	$30,971	—	$30,971
EMPLOYEE CZ	NONE	$30,149	—	$30,149
EMPLOYEE DA	NONE	$29,956	—	$29,956
STRATUS BUILDING SOLUTIONS	NONE	$19,605	—	$19,605
KEATING PROPERTY SERVICES	NONE	$18,906	—	$18,906
PERFORMANCE ENVIRONMENTAL SERVICES	NONE	$18,672	—	$18,672
LAND SOLUTIONS	NONE	$14,815	—	$14,815
FRONTLINE COURIER SERVICE INC	NONE	$13,902	—	$13,902
NEW ENGLAND SYSTEMS, INC	NONE	$13,786	—	$13,786
PROXYVOTE PLUS HOLDINGS INC.	NONE	$13,500	—	$13,500
INVESCO TRUST	NONE	$13,236	—	$13,236
LENDINGCLUB BANK	NONE	$13,200	—	$13,200
MILLER LANDSCAPING INC	NONE	$9,208	—	$9,208
JOHNSON CONTROLS SECURITY SOLUTIONS	NONE	$9,001	—	$9,001
POTOMAC ASSET MANAGEMENT	NONE	$7,500	—	$7,500
AMALGAMATED MEDICAL CARE MANAGEMENT	NONE	$7,175	—	$7,175
LEXISNEXIS RISK SOLUTIONS FL INC	NONE	$6,238	—	$6,238
STATE STREET GLOBAL ADVISORS TRUST	NONE	$5,551	—	$5,551

Verified Provider Profiles

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

SCHULTHEIS & PANETTIERI LLP — NONE
EMPLOYEE A — NONE
EMPLOYEE B — NONE
NOVAK FRANCELLA LLC — NONE
EMPLOYEE C — NONE
VICTORY CAPITAL MANAGEMENT INC — NONE
EMPLOYEE D — NONE
EMPLOYEE E — NONE
EMPLOYEE F — NONE
J.P. MORGAN CHASE BANK NATL ASSOC. — NONE
EMPLOYEE G — NONE
EMPLOYEE H — NONE
EMPLOYEE I — NONE
EMPLOYEE J — NONE
EMPLOYEE K — NONE
EMPLOYEE L — NONE
EMPLOYEE M — NONE
EMPLOYEE N — NONE
EMPLOYEE O — NONE
EMPLOYEE P — NONE
EMPLOYEE Q — NONE
EMPLOYEE R — NONE
EMPLOYEE S — NONE
EMPLOYEE T — NONE
EMPLOYEE U — NONE
EMPLOYEE V — NONE
EMPLOYEE W — NONE
EMPLOYEE X — NONE
EMPLOYEE Y — NONE
EMPLOYEE Z — NONE
EMPLOYEE AA — NONE
EMPLOYEE AB — NONE
EMPLOYEE AC — NONE
EMPLOYEE AD — NONE
EMPLOYEE AE — NONE
EMPLOYEE AF — NONE
EMPLOYEE AH — NONE
EMPLOYEE AG — NONE
EMPLOYEE AI — NONE
EMPLOYEE AJ — NONE
EMPLOYEE AK — NONE
EMPLOYEE AL — NONE
WITHUMSMITH+BROWN, P.C. — NONE
EMPLOYEE AM — NONE
EMPLOYEE AN — NONE
EMPLOYEE AO — NONE
EMPLOYEE AP — NONE
EMPLOYEE AQ — NONE
EMPLOYEE AR — NONE
EMPLOYEE AS — NONE
EMPLOYEE AT — NONE
EMPLOYEE AU — NONE
EMPLOYEE AV — NONE
EMPLOYEE AW — NONE
EMPLOYEE AX — NONE
EMPLOYEE AY — NONE
EMPLOYEE AZ — NONE
EMPLOYEE BA — NONE
EMPLOYEE BB — NONE
EMPLOYEE BC — NONE
EMPLOYEE BD — NONE
EMPLOYEE BE — NONE
EMPLOYEE BF — NONE
EMPLOYEE BG — NONE
EMPLOYEE BH — NONE
EMPLOYEE BI — NONE
EMPLOYEE BJ — NONE
EMPLOYEE BK — NONE
EMPLOYEE BL — NONE
EMPLOYEE BM — NONE
EMPLOYEE BN — NONE
EMPLOYEE BO — NONE
EMPLOYEE BP — NONE
EMPLOYEE BQ — NONE
EMPLOYEE BR — NONE
EMPLOYEE BS — NONE
EMPLOYEE BT — NONE
EMPLOYEE BU — NONE
EMPLOYEE BV — NONE
EMPLOYEE BW — NONE
EMPLOYEE BX — NONE
EMPLOYEE BY — NONE
EMPLOYEE BZ — NONE
EMPLOYEE CA — NONE
EMPLOYEE CB — NONE
EMPLOYEE CC — NONE
EMPLOYEE CD — NONE
EMPLOYEE CE — NONE
EMPLOYEE CF — NONE
EMPLOYEE CG — NONE
EMPLOYEE CH — NONE
EMPLOYEE CI — NONE
EMPLOYEE CJ — NONE
EMPLOYEE CK — NONE
EMPLOYEE CL — NONE
EMPLOYEE CM — NONE
EMPLOYEE CO — NONE
EMPLOYEE CN — NONE
EMPLOYEE CP — NONE
EMPLOYEE CQ — NONE
EMPLOYEE CR — NONE
EMPLOYEE CS — NONE
EMPLOYEE CT — NONE
EMPLOYEE CU — NONE
EMPLOYEE CV — NONE
EMPLOYEE CW — NONE
EMPLOYEE CX — NONE
EMPLOYEE CY — NONE
EMPLOYEE CZ — NONE
EMPLOYEE DA — NONE

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