# Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-mi-reg-council-of-carpenters-annuity-fund-383240423-001

> Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund's DC plan: 17,503 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund

- **Sponsor EIN:** 383240423

- **Sponsor Address:** P.O. BOX 4540, TROY, MI, 480994540

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 17,503

- **Total Assets:** $530.6M

## 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|17,503|$530.6M|$38.8M|$0|

| 2023|17,855|$500.5M|$37.4M|$0|

| 2022|17,454|$441.7M|$33.9M|$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|

| ARISTOTLE CAPITAL MANAGEMENT|Other Service Provider|$542,205|—|$542,205|

| MORGAN STANLEY GLOBAL BANKING|Other Service Provider|$442,530|—|$442,530|

| BENESYS, INC.|Other Service Provider|$380,359|—|$380,359|

| BOYD WATTERSON ASSET MANAGEMENT|Other Service Provider|$316,113|—|$316,113|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$209,007|—|$209,007|

| NOVARA LAW GROUP PLLC|Other Service Provider|$175,246|—|$175,246|

| CARPENTERS FRINGE BENEFIT FUNDS JDC|Other Service Provider|$115,112|—|$115,112|

| REINHART PARTNERS, INC.|Other Service Provider|$110,724|—|$110,724|

| MADISON INVESTMENT ADVISORS|Investment Advisor|$106,095|—|$106,095|

| CAPITAL RESEARCH AND MANAGEMENT|Other Service Provider|$59,365|—|$59,365|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$54,161|—|$54,161|

| AMERICAN GRAPHICS PRINTING CO|Other Service Provider|$49,596|—|$49,596|

| BULTYNCK & CO., PLLC|Other Service Provider|$32,035|—|$32,035|

| TIC INTERNATIONAL CORPORATION|Other Service Provider|$6,501|—|$6,501|

### Verified Provider Profiles

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

- [MADISON INVESTMENT ADVISORS](https://planprovider.pro/provider/madison-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,599,049

- **Estimated Expense Ratio:** 0.490% 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|$2,711,391|$1,853,158|$372,490|$38,458|—|

| 2023|$2,436,503|$1,622,952|$363,391|$39,801|—|

| 2022|$2,177,917|$1,487,544|$350,268|—|$172,287|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-of-mi-reg-council-of-carpenters-annuity-fund-383240423-001)

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