# Bot Of The North Atlantic States Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-pension-fund-plan

> Bot Of The North Atlantic States Carpenters Pension Fund's DB plan: 16,341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [VICTORY CAPITAL MANAGEMENT INC](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [J.P. MORGAN CHASE BANK NATL ASSOC.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE J](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE K](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE L](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE M](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE Q](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE R](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE T](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE U](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE V](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE W](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE X](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE Y](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE Z](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AA](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AB](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AC](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AD](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AE](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AF](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AH](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AG](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AI](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AJ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AK](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AL](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [EMPLOYEE AM](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AN](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AO](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AP](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AQ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AR](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AS](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AT](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AU](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AV](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AW](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AX](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AY](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE AZ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BA](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BB](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BC](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BD](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BE](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BF](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BG](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BH](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BI](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BJ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BK](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BL](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BM](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BN](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BO](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BP](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BQ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BR](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BS](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BT](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BU](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BV](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BW](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BX](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BY](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE BZ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CA](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CB](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CC](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CD](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CE](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CF](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CG](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CH](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CI](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CJ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CK](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CL](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CM](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CO](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CN](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CP](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CQ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CR](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CS](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CT](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CU](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CV](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CW](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CX](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CY](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE CZ](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [EMPLOYEE DA](https://planprovider.pro/provider/employee-fiduciary) — 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|

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