Plan Snapshot
- Plan Sponsor: Board Of Trustees, Marine Carpenters Pension Fund
- Sponsor EIN: 946272731
- Sponsor Address: PO BOX 2510, SAN RAMON, CA, 94583
- Plan Type: DB
- Total Participants: 146
- Total Assets: $88.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 146 | $88.8M | $0 | $0 |
| 2024 | 161 | $56.5M | $0 | $0 |
| 2023 | 160 | $55.6M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $19,760 | — | $19,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,760
- Estimated Expense Ratio: 0.022% 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 | $690,509 | $106,792 | $233,965 | $19,760 | — |
| 2024 | $685,496 | $105,144 | $232,262 | $19,760 | — |
| 2023 | $689,972 | $114,222 | $219,603 | — | $243,184 |