Plan Snapshot
- Plan Sponsor: Trustees Of The Florida Carpenters Pension Plan
- Sponsor EIN: 596205166
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,821
- Total Assets: $315.4M
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 | 1,821 | $315.4M | $12.2M | $0 |
| 2022 | 1,750 | $308.0M | $11.1M | $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 |
|---|---|---|---|---|
| SMITH GRAHAM & CO. INVESTMENT | Other Service Provider | $196,952 | — | $196,952 |
| SOUTHERN BENEFIT ADMINISTRATOR | Other Service Provider | $164,500 | — | $164,500 |
| VENABLE LAW FIRM, P.A. | Other Service Provider | $158,810 | — | $158,810 |
| INVESTMENT PERFORMANCE SERVICE | Other Service Provider | $129,000 | — | $129,000 |
| LAW OFFICE OF ALAN EICHENBAUM, P.A | Other Service Provider | $80,097 | — | $80,097 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $78,713 | — | $78,713 |
| LAPADULA CARLSON & CO. | Auditor | $44,699 | — | $44,699 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $852,771
- Estimated Expense Ratio: 0.270% 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 |
|---|---|---|---|---|---|
| 2023 | $1,877,239 | $987,814 | $164,500 | $44,699 | — |
| 2022 | $1,826,212 | $972,378 | $162,000 | — | $279,083 |