Plan Snapshot
- Plan Sponsor: Carpenters Pension Fund Of West Virginia
- Sponsor EIN: 556027998
- Sponsor Address: 3150 US ROUTE 60, ONA, WV, 255459507
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,350
- Total Assets: $275.7M
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. |
|---|---|---|---|---|
| 2022 | 1,350 | $275.7M | $16.7M | $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 |
|---|---|---|---|---|
| MANNING & NAPIER | Other Service Provider | $188,608 | — | $188,608 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $159,375 | — | $159,375 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $133,049 | — | $133,049 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $132,481 | — | $132,481 |
| ABATO, REBENSTEIN & ABATO, P.A. | Other Service Provider | $116,747 | — | $116,747 |
| ALAN BILLER ASSOCIATES | ERISA Attorney | $100,000 | — | $100,000 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $73,500 | — | $73,500 |
| AUDAX SENIOR LOAN IDF FUND-E, L.P. | Other Service Provider | $31,189 | — | $31,189 |
| BUILDERS PROLOAN BOND FUND, LLC | Other Service Provider | $24,578 | — | $24,578 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $24,364 | — | $24,364 |
| PNC BANK | Other Service Provider | $22,459 | — | $22,459 |
| BLACKSTONE | Other Service Provider | $21,512 | — | $21,512 |
| GRAY GRIFFITH & MAYS | Other Service Provider | $17,000 | — | $17,000 |
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $13,078 | — | $13,078 |
| MARK W. CARBONE | Other Service Provider | $7,617 | — | $7,617 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER ASSOCIATES — ERISA Attorney
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,065,557
- Estimated Expense Ratio: 0.386% 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 |
|---|---|---|---|---|---|
| 2022 | $1,211,960 | $730,548 | $120,430 | — | $227,942 |