Plan Snapshot
- Plan Sponsor: Carpenters & Millwrights Of Houston & Vicinity Pension Fund
- Sponsor EIN: 746134999
- Sponsor Address: 2001 CALDWELL DR., GOODLETSVILLE, TN, 370721449
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $1.7M | $0 |
| 2022 | 866 | $202.1M | $3.6M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | Other Service Provider | $156,464 | — | $156,464 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $91,319 | — | $91,319 |
| RAYMOND JAMES & ASSOCIATES | Recordkeeper | $75,000 | — | $75,000 |
| VERITY | Other Service Provider | $72,341 | — | $72,341 |
| SMITH AFFILIATED CAPITAL | Other Service Provider | $61,475 | — | $61,475 |
| THE YOUNGDAHL LAW FIRM, P.C. | Other Service Provider | $50,216 | — | $50,216 |
| BARROW HANLEY GLOBAL INVESTORS | Other Service Provider | $48,061 | — | $48,061 |
| U.S. BANK | Other Service Provider | $25,030 | — | $25,030 |
| CALIBRE CPA GROUP | Auditor | $18,813 | — | $18,813 |
| GAMCO | Other Service Provider | $17,136 | — | $17,136 |
| OSBORN CARREIRO & ASSOCIATES | Other Service Provider | $12,000 | — | $12,000 |
| REGIONS BANK | Other Service Provider | $11,105 | — | $11,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES — Recordkeeper
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $638,960
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 |
|---|---|---|---|---|---|
| 2023 | $1,190,320 | $595,906 | $73,800 | — | — |
| 2022 | $1,704,045 | $1,031,355 | $147,600 | — | $181,548 |