Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra
- Sponsor EIN: 450414282
- Sponsor Address: 4510 13TH AVE S, FARGO, ND, 58121
- Plan Type: DC
- Total Participants: 953
- Total Assets: $18.6M
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. |
|---|---|---|---|---|
| 2024 | 953 | $18.6M | $887,765 | $0 |
| 2023 | 924 | $17.7M | $850,607 | $0 |
| 2022 | 927 | $15.7M | $747,749 | $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 |
|---|---|---|---|---|
| WIDMER ROEL PC | Auditor | $21,450 | — | $21,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIDMER ROEL PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,450
- Estimated Expense Ratio: 0.115% 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 | $183,885 | $73,878 | $72,136 | $21,450 | — |
| 2023 | $169,129 | $64,311 | $71,507 | $16,900 | — |
| 2022 | $158,373 | $64,564 | $69,710 | — | $21,021 |