# Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-carpenters-joiners-defined-contribution-pla-plan

> Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla's DC plan: 22,716 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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