# Trustees - Carpenters Local Union No. 345 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-carpenters-local-union-no-345-pension-fund-plan

> Trustees - Carpenters Local Union No. 345 Pension Fund's DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Carpenters Local Union No. 345 Pension Fund

- **Sponsor EIN:** 626112262

- **Sponsor Address:** 2851 STAGE VILLAGE CV., BARTLETT, TN, 38134

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $0

## 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|$0|$1.7M|$0|

| 2023|468|$33.0M|$6.4M|$0|

| 2022|187|$26.3M|$1.8M|$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|

| ADMINISTRATOR|EMPLOYEE|$161,746|—|$161,746|

| INVESTMENT PERFORMANCE SERVICES|NONE|$75,386|—|$75,386|

| WEDGE CAPITAL MANAGEMENT LLP|NONE|$69,408|—|$69,408|

| ATLANTA CAPITAL|NONE|$55,954|$556|$56,510|

| NEEDLES & ASSOCIATES LLC|NONE|$36,634|—|$36,634|

| OSBORNE CARREIERO & ASSOCIATES|NONE|$30,600|—|$30,600|

| FIRST HORIZON BANK|NONE|$29,554|—|$29,554|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $459,838

### 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|$76,407|$33,657|$26,326|—|—|

| 2023|$383,481|$182,023|$80,873|$18,317|—|

| 2022|$365,940|$179,715|$76,923|—|$47,254|

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