Plan Snapshot
- Plan Sponsor: Trustees Of Ohio Carpenters' Pension Plan
- Sponsor EIN: 346574360
- Sponsor Address: 700 TOWER DRIVE, STE 300, TROY, MI, 48098
- Plan Type: DB
- Plan Number: 001
- Total Participants: 12,519
- Total Assets: $2.1B
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 | 12,519 | $2.1B | $172.6M | $0 |
| 2023 | 11,132 | $2.2B | $146.8M | $0 |
| 2022 | 10,351 | $2.1B | $145.3M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Other Service Provider | $1,664,136 | — | $1,664,136 |
| BENESYS INC. | Other Service Provider | $1,573,365 | — | $1,573,365 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | $741,821 | $213,469 | $955,290 |
| COMERICA | Other Service Provider | $438,021 | — | $438,021 |
| METWEST ASSET MANAGEMENT | Other Service Provider | $386,205 | — | $386,205 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $323,558 | — | $323,558 |
| LOOMIS SAYLES | Other Service Provider | $316,595 | — | $316,595 |
| SAGE ADVISORY SERVICES | Other Service Provider | $283,380 | — | $283,380 |
| LEGACY PROFESSIONALS LLP | Auditor | $270,717 | — | $270,717 |
| CMRCC FRINGE BENEFIT FUND, INC. | Other Service Provider | $246,076 | — | $246,076 |
| SHUMAKER, LOOP & KENDRICK | Other Service Provider | $196,551 | — | $196,551 |
| SEGAL SELECT INSURANCE SERVICE | Other Service Provider | — | $78,022 | $78,022 |
| KEY BANK NATIONAL ASSOCIATION | Other Service Provider | $49,519 | $22,938 | $72,457 |
| AMERICAN GRAPHICS PRINTING CO | Other Service Provider | $61,128 | — | $61,128 |
| ABEL NOSER SOLUTIONS | Other Service Provider | $31,250 | — | $31,250 |
| PROXY VOTEPLUS | Other Service Provider | $7,250 | — | $7,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,904,001
- Estimated Expense Ratio: 0.323% 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 | $11,478,731 | $3,334,446 | $1,529,698 | $270,717 | — |
| 2023 | $10,747,425 | $6,369,095 | $1,470,728 | $272,844 | — |
| 2022 | $12,199,198 | $8,212,894 | $1,432,620 | — | $652,659 |