Plan Snapshot
- Plan Sponsor: Indiana Carpenters Pension Fund
- Sponsor EIN: 356057648
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,955
- Total Assets: $582.2M
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 | 2,955 | $582.2M | $45.5M | $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 |
|---|---|---|---|---|
| PRIME PROPERTY FUND, LLC | Investment Advisor | $359,035 | — | $359,035 |
| VICTORY CAPITAL MANAGEMENT | Investment Advisor | $282,429 | — | $282,429 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $256,508 | — | $256,508 |
| BENESYS, INC | Other Service Provider | $248,758 | — | $248,758 |
| THE BLACKSTONE GROUP, LP | Other Service Provider | $173,171 | — | $173,171 |
| REINHART ATTORNEYS AT LAW | Other Service Provider | $130,612 | — | $130,612 |
| GALLIARD CAPITAL MANAGEMENT. INC. | Other Service Provider | $129,038 | — | $129,038 |
| PARAMETRIC DEFENSIVE FUND | Other Service Provider | $113,992 | — | $113,992 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $105,999 | — | $105,999 |
| NOTTINGHILL INVESTOR ADVISORS, LTD | Other Service Provider | $99,800 | — | $99,800 |
| BUCKHEAD CAPITAL MANAGEMENT, LLC | Other Service Provider | $97,813 | — | $97,813 |
| L.M. HENDERSON & COMPANY, LLP | Other Service Provider | $84,294 | — | $84,294 |
| PACIFIC ASSET MANAGEMENT | Other Service Provider | $77,560 | — | $77,560 |
| IIF ERISA HEDGED (JPM) | Other Service Provider | $64,459 | — | $64,459 |
| PNC INSTITUTIONAL INVESTMENTS | Other Service Provider | $59,418 | — | $59,418 |
| JOHNSON & KROL | Other Service Provider | $40,011 | — | $40,011 |
| OSBORN CARREIRO & ASSOCIATES, INC. | Other Service Provider | $25,000 | — | $25,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $21,874 | — | $21,874 |
| AMERICAN GRAPHICS PRINTING CO. | Other Service Provider | $13,153 | — | $13,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIME PROPERTY FUND, LLC — Investment Advisor
- VICTORY CAPITAL MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,382,924
- Estimated Expense Ratio: 0.409% 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 | $2,800,097 | $1,930,862 | $232,344 | — | $280,667 |