Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Industrial Carpenters And Precast Pension Plan
- Sponsor EIN: 946284211
- Sponsor Address: 7180 KOLL CENTER PKWY, SUITE 200, PLEASANTON, CA, 94566
- Plan Type: DB
- Plan Number: 001
- Total Participants: 891
- Total Assets: $130.0M
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 | 891 | $130.0M | $4.3M | $0 |
| 2023 | 916 | $117.8M | $4.0M | $0 |
| 2022 | 954 | $103.1M | $4.6M | $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 |
|---|---|---|---|---|
| ALAN D BILLER AND ASSOCIATES, INC | ERISA Attorney | $128,088 | — | $128,088 |
| BENESYS | Other Service Provider | $112,476 | — | $112,476 |
| MILLIMAN, INC. | Recordkeeper | $61,310 | — | $61,310 |
| AMALGAMATED BANK | Other Service Provider | $49,861 | $235 | $50,096 |
| WITHUMSMITH+BROWN, PC | Auditor | $30,439 | — | $30,439 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $10,088 | — | $10,088 |
| CARPENTER FUNDS ADMINISTRATIVE | Other Service Provider | $6,901 | — | $6,901 |
| SMART SOURCE LLC | Other Service Provider | $5,880 | — | $5,880 |
| COMERICA | Other Service Provider | $5,332 | — | $5,332 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D BILLER AND ASSOCIATES, INC — ERISA Attorney
- 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: $410,610
- Estimated Expense Ratio: 0.316% 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 | $760,730 | $380,841 | $116,194 | $24,891 | — |
| 2023 | $615,833 | $213,309 | $119,988 | $22,462 | — |
| 2022 | $868,533 | $458,092 | $116,503 | — | $190,443 |