Plan Snapshot
- Plan Sponsor: Greater Pennsylvania Carpenters' Pension Fund
- Sponsor EIN: 256135570
- Sponsor Address: 650 RIDGE ROAD, STE 300, PITTSBURGH, PA, 152059503
- Plan Type: DB
- Total Participants: 8,933
- Total Assets: $1.7B
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 | 8,933 | $1.7B | $109.3M | $0 |
| 2023 | 8,163 | $1.2B | $84.8M | $0 |
| 2022 | 8,460 | $1.2B | $82.1M | $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 |
|---|---|---|---|---|
| CARPENTERS COMBINED FUNDS INC. | Recordkeeper | $1,724,864 | — | $1,724,864 |
| FOUNDRY PARTNERS | Other Service Provider | $647,487 | — | $647,487 |
| EAGLE CAPITAL MANAGEMENT LLC | Investment Advisor | $519,323 | — | $519,323 |
| GRAYSTONE CONSULTING | Recordkeeper | $415,374 | — | $415,374 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $413,272 | — | $413,272 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $363,650 | — | $363,650 |
| WESTWOOD GLOBAL INVESTMENTS | Other Service Provider | $342,801 | — | $342,801 |
| MORGAN STANLEY | Recordkeeper | $318,189 | — | $318,189 |
| CHEIRON | Other Service Provider | $293,552 | — | $293,552 |
| ADAMS STREET PARTNERS | Other Service Provider | $236,331 | — | $236,331 |
| PNC ADVISORS | Other Service Provider | $229,607 | — | $229,607 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $191,511 | — | $191,511 |
| TOWNSEND ALPHA III | Other Service Provider | $124,091 | — | $124,091 |
| DOLAN MCENIRY CAPITAL MANAGEMENT | Other Service Provider | $114,393 | — | $114,393 |
| MAKENA PRIVATE EQUITY | Other Service Provider | $80,585 | — | $80,585 |
| TUCKER ARENSBERG | ERISA Attorney | $67,722 | — | $67,722 |
| PRUDENTIAL | Recordkeeper | $66,719 | — | $66,719 |
| MCMORGAN BEG FUND II | Other Service Provider | $63,665 | — | $63,665 |
| SIGUELER GUFF DREOF II | Other Service Provider | $53,050 | — | $53,050 |
| HENRY ROSSI & CO., LLP | Auditor | $52,265 | — | $52,265 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $51,246 | $51,246 |
| NORTHERN TRUST CO | Other Service Provider | $43,488 | — | $43,488 |
| TOWNSEND REAL ESTATE FUND ALPHA II | Other Service Provider | $33,166 | — | $33,166 |
| GRAY, GRIFFITH & MAYS | Other Service Provider | $29,200 | — | $29,200 |
| TOWNSEND REAL ESTATE FUND ALPHA I-A | Other Service Provider | $15,019 | — | $15,019 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $10,600 | — | $10,600 |
| ABATO, RUBENSTEIN AND ABATO, PA | Other Service Provider | $5,638 | — | $5,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EAGLE CAPITAL MANAGEMENT LLC — Investment Advisor
- GRAYSTONE CONSULTING — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- MORGAN STANLEY — Recordkeeper
- TUCKER ARENSBERG — ERISA Attorney
- PRUDENTIAL — Recordkeeper
- HENRY ROSSI & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,506,808
- Estimated Expense Ratio: 0.393% 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 | $9,549,179 | $6,535,597 | — | — | — |
| 2023 | $6,281,972 | $3,835,608 | — | — | — |
| 2022 | $6,003,358 | $3,777,891 | — | — | $1,486,190 |