# Carpenters Local No 491 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/carpenters-local-no-491-annuity-plan-plan

> Carpenters Local No 491 Annuity Plan's DC plan: 1,130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carpenters Local No 491 Annuity Plan

- **Sponsor EIN:** 521840473

- **Sponsor Address:** 911 RIDGEBROOK RD, SPARKS, MD, 211529459

- **Plan Type:** DC

- **Total Participants:** 1,130

- **Total Assets:** $37.3M

## 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|1,130|$37.3M|$4.7M|$0|

| 2023|1,064|$31.8M|$4.1M|$0|

| 2022|1,108|$25.7M|$3.5M|$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|

| BATOFF ASSOCIATES|NONE|$38,732|—|$38,732|

| ASSOCIATED ADMINSTRATORS|NONE|$35,531|—|$35,531|

| IRA MARC MILLER AND CO PA|NONE|$16,875|—|$16,875|

| BOLTON PARTNERS INVESTMENT CONSULTI|NONE|$12,975|—|$12,975|

| YORK INSURANCE SERVICES INC|NONE|$5,011|—|$5,011|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,124

- **Estimated Expense Ratio:** 0.293% 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|$132,118|$15,312|$35,531|$16,875|—|

| 2023|$112,577|$15,103|$34,165|$16,000|—|

| 2022|$113,916|$14,540|$39,447|—|$37,792|

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