Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southwest Carpenters Annuity Fund
- Sponsor EIN: 880135694
- Sponsor Address: 455 SOUTH FIGUEROA STREET, LOS ANGELES, CA, 900711712
- Plan Type: DC
- Total Participants: 91,004
- Total Assets: $1.1B
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 | 91,004 | $1.1B | $177.8M | $0 |
| 2023 | 59,889 | $708.1M | $120.4M | $0 |
| 2022 | 52,075 | $468.7M | $93.0M | $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 |
|---|---|---|---|---|
| CARPENTERS SERVICES ADMIN. CORP. | Other Service Provider | $3,044,994 | — | $3,044,994 |
| EMPOWER | Recordkeeper | $400,316 | — | $400,316 |
| BROWNSTEIN, HYATT, FARBER, SCHRECK | ERISA Attorney | $145,175 | — | $145,175 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $125,000 | — | $125,000 |
| SHANLEY APC | Other Service Provider | $117,122 | — | $117,122 |
| UNION PRESS PRINTING | Other Service Provider | $70,323 | — | $70,323 |
| CALIBRE CPA GROUP, PLLC | Auditor | $26,265 | — | $26,265 |
| WPAS INC | Other Service Provider | $21,764 | — | $21,764 |
| SEGAL ADVISORS INC | Other Service Provider | $14,750 | — | $14,750 |
| ADVISED ASSETS GROUP, LLC | Other Service Provider | $11,152 | — | $11,152 |
| LEXISNEXIS | Other Service Provider | $6,579 | — | $6,579 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPOWER — Recordkeeper
- BROWNSTEIN, HYATT, FARBER, SCHRECK — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,983,440
- Estimated Expense Ratio: 0.351% 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 | $3,156,317 | $125,000 | $1,668,742 | $14,394 | — |
| 2023 | $4,069,641 | $116,500 | $1,943,344 | $17,000 | — |
| 2022 | $3,000,748 | $108,000 | $1,069,623 | — | $134,600 |