Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla
- Sponsor EIN: 411824896
- Sponsor Address: 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425
- Plan Type: DC
- Total Participants: 22,716
- Total Assets: $811.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,716 | $811.3M | $47.7M | $0 |
| 2023 | 22,289 | $718.9M | $48.7M | $0 |
| 2022 | 21,043 | $583.3M | $46.8M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $27,300 | — | $27,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,300
- Estimated Expense Ratio: 0.003% 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 | $1,618,254 | $248,958 | $312,000 | $27,300 | — |
| 2023 | $1,329,074 | $34,592 | $294,000 | $22,402 | — |
| 2022 | $931,050 | $30,000 | $777,500 | — | $105,306 |