Plan Snapshot
- Plan Sponsor: Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund
- Sponsor EIN: 926003157
- Sponsor Address: 7525 SE 24TH STREET, MERCER ISLAND, WA, 980402336
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,709
- Total Assets: $207.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,709 | $207.8M | $8.9M | $72,603 |
| 2022 | 2,624 | $181.3M | $8.7M | $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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN. SERVICE | Other Service Provider | $193,641 | — | $193,641 |
| MILLIMAN, INC. | Recordkeeper | $175,513 | — | $175,513 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $47,401 | — | $47,401 |
| R. V. KUHNS & ASOCIATES, INC. | Other Service Provider | $43,741 | — | $43,741 |
| WITHUMSMITH+BROWN,PC | Auditor | $31,966 | — | $31,966 |
| LABOR TRUST SERVICES, INC | Other Service Provider | $8,832 | — | $8,832 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- WITHUMSMITH+BROWN,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $501,094
- Estimated Expense Ratio: 0.241% 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 | $551,849 | $43,741 | $163,879 | $31,966 | — |
| 2022 | $938,512 | $43,355 | $599,518 | — | $249,400 |