# Indiana Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/indiana-carpenters-pension-fund-plan

> Indiana Carpenters Pension Fund's DB plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Indiana Carpenters Pension Fund

- **Sponsor EIN:** 356057648

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$10.9M|$0|

| 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|NONE|$359,035|—|$359,035|

| VICTORY CAPITAL MANAGEMENT|NONE|$282,429|—|$282,429|

| CHEVY CHASE TRUST COMPANY|NONE|$256,508|—|$256,508|

| BENESYS, INC|NONE|$248,758|—|$248,758|

| THE BLACKSTONE GROUP, LP|NONE|$173,171|—|$173,171|

| REINHART ATTORNEYS AT LAW|NONE|$130,612|—|$130,612|

| GALLIARD CAPITAL MANAGEMENT. INC.|NONE|$129,038|—|$129,038|

| PARAMETRIC DEFENSIVE FUND|NONE|$113,992|—|$113,992|

| MARQUETTE ASSOCIATES, INC.|NONE|$105,999|—|$105,999|

| NOTTINGHILL INVESTOR ADVISORS, LTD|NONE|$99,800|—|$99,800|

| BUCKHEAD CAPITAL MANAGEMENT, LLC|NONE|$97,813|—|$97,813|

| L.M. HENDERSON & COMPANY, LLP|NONE|$84,294|—|$84,294|

| PACIFIC ASSET MANAGEMENT|NONE|$77,560|—|$77,560|

| IIF ERISA HEDGED (JPM)|NONE|$64,459|—|$64,459|

| PNC INSTITUTIONAL INVESTMENTS|NONE|$59,418|—|$59,418|

| JOHNSON & KROL|NONE|$40,011|—|$40,011|

| OSBORN CARREIRO & ASSOCIATES, INC.|NONE|$25,000|—|$25,000|

| STATE STREET GLOBAL ADVISORS|NONE|$21,874|—|$21,874|

| AMERICAN GRAPHICS PRINTING CO.|NONE|$13,153|—|$13,153|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRIME PROPERTY FUND, LLC](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,382,924

### 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|

| 2023|$626,312|$421,952|$60,228|$26,546|—|

| 2022|$2,800,097|$1,930,862|$232,344|—|$280,667|

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