Plan Snapshot
- Plan Sponsor: Carpenters Pension Trust Fund Of Kansas City
- Sponsor EIN: 436108379
- Sponsor Address: 12200 N AMBASSADOR DRIVE SUITE 400, KANSAS CITY, MO, 641631258
- Plan Type: DB
- Plan Number: 001
- Total Participants: 6,530
- Total Assets: $1.5B
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 | 6,530 | $1.5B | $70.7M | $0 |
| 2023 | 6,218 | $1.4B | $67.1M | $0 |
| 2022 | 5,851 | $1.3B | $63.8M | $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 |
|---|---|---|---|---|
| WELLINGTON TRUST | Investment Advisor | $451,208 | — | $451,208 |
| AMERICAN CORE | Investment Advisor | $445,475 | — | $445,475 |
| WILSON-MCSHANE CORPORATION | Recordkeeper | $417,760 | — | $417,760 |
| ARNOLD NEWBOLD SOLLARS & HOLLINS | ERISA Attorney | $283,978 | — | $283,978 |
| JP MORGAN ASSET MANAGEMENT | Investment Advisor | $221,577 | — | $221,577 |
| PROLOAN BOND FUND | Investment Advisor | $194,818 | — | $194,818 |
| ULLICO INVESTMENT ADVISORS INC. | Investment Advisor | $189,003 | — | $189,003 |
| BLACKSTONE INFRASTRUCTURE ADVISORS | Investment Advisor | $184,631 | — | $184,631 |
| WESTERN ASSET MGMT CO | Investment Advisor | $160,768 | — | $160,768 |
| FINANCIAL COUNSELORS, INC. | Investment Advisor | $150,658 | $1,814 | $152,472 |
| SEGAL SELECT INSURANCE SERVICES | Insurance Carrier | $143,571 | — | $143,571 |
| CHEIRON | Actuary | $132,622 | — | $132,622 |
| CONSTRUCTION BENEFITS AUDIT CORP | Auditor | $110,528 | — | $110,528 |
| COMMERCE BANK | Investment Advisor | $79,247 | $9,885 | $89,132 |
| SEGAL MARCO ADVISORS | Investment Advisor | $87,500 | — | $87,500 |
| RUBINBROWN LLP | Auditor | $53,750 | — | $53,750 |
| IRON MOUNTAIN | Investment Advisor | $43,475 | — | $43,475 |
| INVESCO TRUST COMPANY | Investment Advisor | $43,348 | — | $43,348 |
| PIMCO | Investment Advisor | $18,894 | $5,239 | $24,133 |
| BAIRD ADVISORS | Investment Advisor | $9,919 | $7,956 | $17,875 |
| PENSION BENEFIT INFORMATION LLC | Auditor | $9,576 | — | $9,576 |
| INTERNATIONAL FOUNDATION OF EE BEN | Other Service Provider | $8,575 | — | $8,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN ASSET MANAGEMENT — Investment Advisor
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,465,775
- Estimated Expense Ratio: 0.239% 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 | $5,329,649 | $3,612,471 | $397,475 | $53,750 | — |
| 2023 | $5,425,016 | $3,593,734 | $413,951 | $124,677 | — |
| 2022 | $5,551,216 | $3,744,281 | $389,849 | — | $676,580 |