# Board Of Trustees, Southwest Carpenters Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-southwest-carpenters-annuity-fund-plan

> Board Of Trustees, Southwest Carpenters Annuity Fund's DC plan: 91,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|ADMIN CORP|$3,044,994|—|$3,044,994|

| EMPOWER|NONE|$400,316|—|$400,316|

| BROWNSTEIN, HYATT, FARBER, SCHRECK|NONE|$145,175|—|$145,175|

| MEKETA INVESTMENT GROUP|NONE|$125,000|—|$125,000|

| SHANLEY APC|NONE|$117,122|—|$117,122|

| UNION PRESS PRINTING|NONE|$70,323|—|$70,323|

| CALIBRE CPA GROUP, PLLC|NONE|$26,265|—|$26,265|

| WPAS INC|NONE|$21,764|—|$21,764|

| SEGAL ADVISORS INC|NONE|$14,750|—|$14,750|

| ADVISED ASSETS GROUP, LLC|NONE|$11,152|—|$11,152|

| LEXISNEXIS|NONE|$6,579|—|$6,579|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPOWER](https://planprovider.pro/provider/empower) — NONE

- [BROWNSTEIN, HYATT, FARBER, SCHRECK](https://planprovider.pro/provider/brownstein-hyatt-farber-schreck-llp) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## 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|

## Similar Plans

- [Joint Board Of Trustees Western States Carpenters Pension Plan](https://planprovider.pro/companies/joint-board-of-trustees-southwest-carpenters-pension-trust-plan) — 69,363 participants

- [Board Of Trustees, Northwest Carpenters Retirement Plan](https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-retirement-plan) — 15,177 participants

- [Board Of Trustees, Cement Masons Southern California](https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-002) — 5,831 participants

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- [United Production Framing, INC.](https://planprovider.pro/companies/united-production-framing-inc-plan) — 1,094 participants

- [Leonard Roofing, INC.](https://planprovider.pro/companies/leonard-roofing-inc-401k-plan) — 845 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southwest-carpenters-annuity-fund-plan)

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