Plan Snapshot
- Plan Sponsor: Carpenters Pension Trust Fund Of Kansas City
- Sponsor EIN: 436108379
- Sponsor Address: 12200 N AMBASSADOR DRIVE SUITE 400, KANSAS CITY, MO, 641631258
- Plan Type: DB
- Total Participants: 6,530
- Total Assets: $1.5B
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. |
|---|---|---|---|---|
| 2025 | 6,530 | $1.5B | $0 | $0 |
| 2024 | 6,218 | $1.4B | $0 | $0 |
| 2023 | 5,851 | $1.3B | $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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $53,750 | — | $53,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,750
- Estimated Expense Ratio: 0.004% 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 |
|---|---|---|---|---|---|
| 2025 | $5,329,649 | $3,612,471 | $397,475 | $53,750 | — |
| 2024 | $5,425,016 | $3,593,734 | $413,951 | $124,677 | — |
| 2023 | $5,551,216 | $3,744,281 | $389,849 | — | $676,580 |