Plan Snapshot
- Plan Sponsor: The Trustee Of The Carpenters Industrial Council Of Eastern
- Sponsor EIN: 231729633
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 086281020
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $11.3M
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 | 0 | $11.3M | $270,024 | $0 |
| 2023 | 17 | $11.3M | $9,790 | $0 |
| 2022 | 17 | $11.2M | $9,090 | $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 |
|---|---|---|---|---|
| SLEVIN & HART, P.C. | ERISA Attorney | $91,678 | — | $91,678 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $82,269 | — | $82,269 |
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $55,429 | — | $55,429 |
| IE SHAFFER & CO. | Other Service Provider | $51,950 | — | $51,950 |
| ATALANTA SOSNOFF CAPITAL LLC | Other Service Provider | $28,690 | — | $28,690 |
| L.M. HENDERSON & COMPANY, LLP | Other Service Provider | $17,161 | — | $17,161 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,177
- Estimated Expense Ratio: 2.886% 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 | $354,454 | $28,690 | $51,950 | $17,161 | — |
| 2023 | $241,499 | $23,218 | $51,213 | $22,055 | — |
| 2022 | $211,464 | $19,622 | $59,722 | — | $58,372 |