# Carpenters Annuity Trust Fund For Northern California DC Plan
Source: https://planprovider.pro/companies/carpenters-annuity-trust-fund-for-northern-california-plan

> Carpenters Annuity Trust Fund For Northern California's DC plan: 24,741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

- **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](https://planprovider.pro/provider/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|

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