# The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def DC Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-plumbers-and-pipefitters-of-the-carolinas-def-plan

> The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def's DC plan: 1,335 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def

- **Sponsor EIN:** 561442440

- **Sponsor Address:** 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028

- **Plan Type:** DC

- **Total Participants:** 1,335

- **Total Assets:** $63.5M

## 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|1,335|$63.5M|$7.3M|$0|

| 2023|906|$55.2M|$4.9M|$0|

| 2022|1,094|$50.5M|$4.4M|$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|

| NATIONAL EMPLOYEE BENEFIT ADMIN|NONE|$110,234|—|$110,234|

| ATLANTA CAPITAL MANAGEMENT|NONE|$85,632|—|$85,632|

| U.S REAL STATE INVESTMENT FUND, LLC|NONE|$56,634|—|$56,634|

| LAPADULA CARLSON & CO.|Auditor|$56,132|—|$56,132|

| LAPADULA CARLSON & CO|NONE|$56,132|—|$56,132|

| ARNALL, GOLDEN, GREGORY LPP|NONE|$50,732|—|$50,732|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$40,984|—|$40,984|

| NEW TOWER TRUST CO|NONE|$37,854|—|$37,854|

| INVESTMENT PERFORMANCE SERVICES, LL|NONE|$26,667|—|$26,667|

| WEDGE CAPITAL MANAGEMENT LLP|NONE|$15,869|—|$15,869|

### Verified Provider Profiles

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

- [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $536,870

- **Estimated Expense Ratio:** 0.845% 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|$596,396|$315,790|$100,239|$56,132|—|

| 2023|$615,128|$325,037|$100,130|$46,177|—|

| 2022|$700,265|$379,095|$98,603|—|$86,802|

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