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
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 24,741 | $3.3B | $0 | $0 |
| 2023 | 25,961 | $3.0B | $0 | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $40,151 | — | $40,151 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,151
- Estimated Expense Ratio: 0.001% 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 | $7,002,258 | $2,004,494 | $3,615,290 | $40,151 | — |
| 2023 | $9,970,240 | $4,809,919 | $3,625,111 | — | $691,955 |