Plan Snapshot
- Plan Sponsor: Carpenters Southwest Administrative Corp.
- Sponsor EIN: 953687194
- Sponsor Address: 533 S FREMONT AVE, LOS ANGELES, CA, 90071
- Plan Type: DC
- Total Participants: 144
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $6.5M | $535,638 | $775,104 |
| 2023 | 128 | $4.5M | $398,312 | $569,594 |
| 2022 | 95 | $2.8M | $205,943 | $428,572 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,786 | — | — | — | — |
| 2023 | $121,959 | — | $13,237 | — | — |
| 2022 | $12,472 | — | $8,798 | — | — |