Plan Snapshot
- Plan Sponsor: Trustees-New Orleans Carpenters' Pension Plan
- Sponsor EIN: 721489654
- Sponsor Address: 2001 CALDWELL DRIVE, GOODLETSVILLE, TN, 370723589
- Plan Type: DB
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $2.6M | $0 |
| 2022 | 1,192 | $103.6M | $4.2M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $80,745 | — | $80,745 |
| SEGAL MARCO | Other Service Provider | $48,417 | — | $48,417 |
| BLACKSTONE GROUP | Other Service Provider | $39,044 | — | $39,044 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $36,580 | — | $36,580 |
| THE SEGAL COMPANY | Other Service Provider | $31,712 | — | $31,712 |
| THE YOUNGDAHL LAW FIRM, P.C. | ERISA Attorney | $31,711 | — | $31,711 |
| AMALGAMATED BANK | Other Service Provider | $25,937 | — | $25,937 |
| CALIBRE CPA GROUP PLLC | Auditor | $17,043 | — | $17,043 |
| ROBEIN, URANN, SPENCER, PICARD & CA | Other Service Provider | $8,373 | — | $8,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,562
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 |
|---|---|---|---|---|---|
| 2023 | $511,923 | $155,559 | $68,600 | $31,738 | — |
| 2022 | $528,218 | $195,499 | $117,600 | — | $90,299 |