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

> Carpenters Pension Trust Fund For Northern California's DB plan: 19,919 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carpenters Pension Trust Fund For Northern California

- **Sponsor EIN:** 946050970

- **Sponsor Address:** 265 HEGENBERGER RD SUITE 100, OAKLAND, CA, 946211480

- **Plan Type:** DB

- **Total Participants:** 19,919

- **Total Assets:** $6.0B

## 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|19,919|$6.0B|$0|$0|

| 2023|20,998|$5.3B|$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|

| EIDE BAILLY LLP|Auditor|$66,149|—|$66,149|

### 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:** $66,149

- **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|$17,516,618|$6,450,916|$5,479,317|$66,149|—|

| 2023|$24,361,098|$13,284,562|$5,336,249|—|$1,364,882|

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