# Sw Oh Regional Council Of Carpenters DB Plan
Source: https://planprovider.pro/companies/sw-oh-regional-council-of-carpenters-plan

> Sw Oh Regional Council Of Carpenters's DB plan: 1,599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|$53,810|—|$53,810|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,810

- **Estimated Expense Ratio:** 0.013% 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|

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