Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Western States Carpenters Pension Plan
- Sponsor EIN: 956042875
- Sponsor Address: 445 S. FIGUEROA, LOS ANGELES, CA, 900711712
- Plan Type: DB
- Total Participants: 69,363
- Total Assets: $11.3B
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 | 69,363 | $11.3B | $418.9M | $0 |
| 2023 | 48,582 | $6.8B | $304.4M | $0 |
| 2022 | 45,891 | $6.1B | $263.8M | $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 |
|---|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN CORP. | Other Service Provider | $6,991,036 | — | $6,991,036 |
| WASHINGTON CAPITAL | Other Service Provider | $2,171,358 | — | $2,171,358 |
| SHANLEY APC | Other Service Provider | $1,304,839 | — | $1,304,839 |
| ALAN D. BILLER & ASSOCIATES | ERISA Attorney | $972,500 | — | $972,500 |
| CHEIRON, INC | Other Service Provider | $882,223 | — | $882,223 |
| NOSSAMAN LLP | ERISA Attorney | $617,196 | — | $617,196 |
| DODGE & COX | Other Service Provider | $419,084 | — | $419,084 |
| US BANK | Recordkeeper | $390,978 | — | $390,978 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $352,462 | — | $352,462 |
| CALIBRE CPA GROUP, PLLC | Auditor | $261,620 | — | $261,620 |
| INVESCO TRUST COMPANY | Other Service Provider | $213,399 | — | $213,399 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $211,786 | — | $211,786 |
| YOUSIF CAPITAL MANAGEMENT | Other Service Provider | $100,242 | — | $100,242 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $97,984 | — | $97,984 |
| ZELIS PAYMENT HOLDINGS (RED CARD) | Other Service Provider | $64,727 | — | $64,727 |
| UNION PRESS | Other Service Provider | $63,786 | — | $63,786 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $23,913 | — | $23,913 |
| CURTIS CONYERS | Custodian / Trustee | $18,358 | — | $18,358 |
| WPAS INC | Other Service Provider | $13,266 | — | $13,266 |
| MANATT, PHELPS & PHILIPPS LLC | Other Service Provider | $13,217 | — | $13,217 |
| WESTCOAST ARCHIVES | Other Service Provider | $11,407 | — | $11,407 |
| LEXIS NEXIS, A DIVISION OF RELX | Other Service Provider | $5,488 | — | $5,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D. BILLER & ASSOCIATES — ERISA Attorney
- NOSSAMAN LLP — ERISA Attorney
- US BANK — Recordkeeper
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
- 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: $15,200,869
- Estimated Expense Ratio: 0.134% 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 | $20,064,480 | $4,350,945 | $6,872,543 | $261,620 | — |
| 2023 | $18,425,090 | $5,117,335 | $5,467,219 | $239,250 | — |
| 2022 | $15,615,610 | $4,667,124 | $4,598,282 | — | $2,109,528 |