Carpenters Annuity Trust Fund For Northern California DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Carpenters Annuity Trust Fund For Northern California
  • Sponsor EIN: 946534591
  • Sponsor Address: 265 HEGENBERGER RD, STE 100, OAKLAND, CA, 946211480
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 24,741
  • Total Assets: $3.3B

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202324,741$3.3B$97.1M$0
202225,961$3.0B$92.6M$0

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