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
- 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. |
|---|---|---|---|---|
| 2025 | 12,519 | $2.1B | $0 | $0 |
| 2024 | 11,132 | $2.2B | $0 | $0 |
| 2023 | 10,351 | $2.1B | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $270,717 | — | $270,717 |
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: $270,717
- Estimated Expense Ratio: 0.013% 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 |
|---|---|---|---|---|---|
| 2025 | $11,478,731 | $3,334,446 | $1,529,698 | $270,717 | — |
| 2024 | $10,747,425 | $6,369,095 | $1,470,728 | $272,844 | — |
| 2023 | $12,199,198 | $8,212,894 | $1,432,620 | — | $652,659 |