Plan Snapshot
- Plan Sponsor: Sw Oh Regional Council Of Carpenters
- Sponsor EIN: 316127287
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: DB
- Total Participants: 1,599
- Total Assets: $420.9M
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 | 1,599 | $420.9M | $18.4M | $0 |
| 2023 | 1,587 | $401.4M | $17.6M | $0 |
| 2022 | 1,610 | $229.8M | $17.4M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $253,643 | — | $253,643 |
| SHUMAKER, LOOP & KENDRICK, LLP | Other Service Provider | $125,054 | — | $125,054 |
| CUNI, RUST & STRENK | Other Service Provider | $121,475 | — | $121,475 |
| MARQUETTE ASSOCIATES | Other Service Provider | $95,000 | — | $95,000 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $80,649 | — | $80,649 |
| CS MCKEE | Other Service Provider | $79,677 | — | $79,677 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $53,810 | — | $53,810 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $50,170 | — | $50,170 |
| ACADIAN GLOBAL MANAGED VOL EQ FUND | Other Service Provider | $41,285 | — | $41,285 |
| AMERICAN GRAPHICS PRINTING CO. | Other Service Provider | $14,949 | — | $14,949 |
| LEDBETTER PARISI LLC | Other Service Provider | $11,112 | — | $11,112 |
| SEGAL SELECT INSURANCE SERVICE | Other Service Provider | $6,591 | — | $6,591 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $933,415
- Estimated Expense Ratio: 0.222% 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 | $1,646,785 | $712,928 | — | $53,810 | — |
| 2023 | $1,500,196 | $499,414 | — | — | — |
| 2022 | $1,410,890 | $423,299 | $233,115 | — | $315,957 |