# Carpenters Pension Trust Fund Of Kansas City DB Plan
Source: https://planprovider.pro/companies/carpenters-pension-trust-fund-of-kansas-city-plan

> Carpenters Pension Trust Fund Of Kansas City's DB plan: 6,530 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

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