# Board Of Trustees, Northern California Carpenters 401(K) Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-northern-california-carpenters-401-k-trust-fund-plan

> Board Of Trustees, Northern California Carpenters 401(K) Trust Fund's 401(k) plan: 4,311 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Northern California Carpenters 401(K) Trust Fund

- **Sponsor EIN:** 800204601

- **Sponsor Address:** 265 HEGENBERGER RD, STE 100, OAKLAND, CA, 946211480

- **Plan Type:** 401(k)

- **Total Participants:** 4,311

- **Total Assets:** $215.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,311|$215.4M|$0|$0|

| 2023|3,759|$176.1M|$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|

| EIDE BAILLY, LLP|Auditor|$26,180|—|$26,180|

### Verified Provider Profiles

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

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,180

- **Estimated Expense Ratio:** 0.012% 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|

| 2024|$739,021|$317,642|$256,634|$26,180|—|

| 2023|$654,155|$282,574|$239,569|—|$47,668|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-northern-california-carpenters-401-k-trust-fund-plan)

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