# Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-alaska-carpenter-defined-contribution-trust-fund-plan

> Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund's DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2023.

## 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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$3.8M|$26,831|

| 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|NONE|$387,282|—|$387,282|

| MILLIMAN, INC.|NONE|$351,026|—|$351,026|

| BARLOW COUGHRAN MORALES & JOSEPHSON|NONE|$94,802|—|$94,802|

| R. V. KUHNS & ASOCIATES, INC.|NONE|$87,482|—|$87,482|

| WITHUMSMITH+BROWN,PC|NONE|$63,932|—|$63,932|

| LABOR TRUST SERVICES, INC|NONE|$17,664|—|$17,664|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [WITHUMSMITH+BROWN,PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,002,188

### 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|$347,066|$18,726|$88,016|$39,868|—|

| 2023|$551,849|$43,741|$163,879|$31,966|—|

| 2022|$938,512|$43,355|$599,518|—|$249,400|

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