# Greater Pennsylvania Carpenters' Medical Plan 401(k) Plan Source: https://planprovider.pro/companies/greater-pennsylvania-carpenters-medical-plan-237007718-501 > Greater Pennsylvania Carpenters' Medical Plan's 401(k) plan: 7,663 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Greater Pennsylvania Carpenters' Medical Plan - **Sponsor EIN:** 237007718 - **Sponsor Address:** 650 RIDGE ROAD, STE 300, PITTSBURGH, PA, 152059503 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 7,663 - **Total Assets:** $435.1M ## 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|7,663|$435.1M|$103.1M|$3.5M| | 2023|7,749|$397.4M|$92.5M|$3.3M| | 2022|7,925|$357.3M|$90.1M|$3.6M| ## 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| | DELTA DENTAL|Other Service Provider|$2,419,148|—|$2,419,148| | INDEPENDENCE BLUE CROSS|Other Service Provider|$1,928,954|—|$1,928,954| | CARPENTERS COMBINED FUNDS, INC.|Recordkeeper|$1,715,213|—|$1,715,213| | EXPRESS SCRIPTS|Other Service Provider|$1,623,947|—|$1,623,947| | AETNA MAP|Other Service Provider|$1,581,042|—|$1,581,042| | LYTLE EAP PARTNERS|Other Service Provider|$283,423|—|$283,423| | GRIDIRON PARTNERS|Other Service Provider|$263,697|—|$263,697| | THE SEGAL CO.|Other Service Provider|$218,219|—|$218,219| | STEPHEN J. OBRIEN, ESQ|Other Service Provider|$185,341|—|$185,341| | C.S. MCKEE|Other Service Provider|$107,654|—|$107,654| | PNC ADVISORS|Custodian / Trustee|$106,603|—|$106,603| | HENRY ROSSI & CO., LLP|Auditor|$78,855|—|$78,855| | LONDON COMPANY|Other Service Provider|$72,915|—|$72,915| | BROWN BROTHERS|Other Service Provider|—|$61,179|$61,179| | CORRY CAPITAL - LONGEVITY FUND VI|Other Service Provider|$58,213|—|$58,213| | PFM ASSET MANAGEMENT LLC|Other Service Provider|$55,902|—|$55,902| | HIGHMARK SIGNATURE 65|Other Service Provider|$54,160|—|$54,160| | PRUDENTIAL|Other Service Provider|$42,857|—|$42,857| | NVA|Other Service Provider|$39,304|—|$39,304| | THE NORTHERN TRUST COMPANY|Other Service Provider|$36,513|—|$36,513| | CANCER STUDY GROUP|Other Service Provider|$30,600|—|$30,600| | LEM MULTIFAMILY PARTNERSHIP|Other Service Provider|$24,638|—|$24,638| | SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$9,853|$9,853| | THE WAGNER LAW GROUP|ERISA Attorney|$5,616|—|$5,616| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [HENRY ROSSI & CO., LLP](https://planprovider.pro/provider/henry-rossi-and-co-llp) — Auditor - [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $11,003,846 - **Estimated Expense Ratio:** 2.529% 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|$3,100,597|$748,283|$1,530,634|—|—| | 2023|$2,635,111|$500,902|$1,441,229|—|—| | 2022|$3,552,018|$563,492|$1,659,649|—|$311,204| ## Similar Plans - [Greater Pennsylvania Carpenters' Annuity And Savings Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-annuity-and-savings-fund-plan) — 16,943 participants - [Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-annuity-fund-plan) — 14,943 participants - [Board Of Trustees Eastern Atlantic States Carpenters Health Fund](https://planprovider.pro/companies/board-of-trustees-eastern-atlantic-states-carpenters-health-fund-226032181-501) — 11,342 participants - [Greater Pennsylvania Carpenters' Pension Fund](https://planprovider.pro/companies/greater-pennsylvania-carpenters-pension-fund-plan) — 8,933 participants - [International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund](https://planprovider.pro/companies/international-union-of-painters-allied-trades-dc-no-21-annuity-fund-plan) — 4,931 participants - [Kinsley Enterprises, INC.](https://planprovider.pro/companies/kinsley-enterprises-inc-401k-plan) — 4,085 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/greater-pennsylvania-carpenters-medical-plan-237007718-501) © 2026 PlanProvider.Pro