# Trustees Of Ohio Carpenters' Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-ohio-carpenters-pension-plan-346574360-001

> Trustees Of Ohio Carpenters' Pension Plan's DB plan: 12,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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