# Joint Board Of Trustees Western States Carpenters Pension Plan DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-southwest-carpenters-pension-trust-plan

> Joint Board Of Trustees Western States Carpenters Pension Plan's DB plan: 69,363 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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.|ADM ORG. AND CONTRIBUTING|$6,991,036|—|$6,991,036|

| WASHINGTON CAPITAL|NONE|$2,171,358|—|$2,171,358|

| SHANLEY APC|NONE|$1,304,839|—|$1,304,839|

| ALAN D. BILLER & ASSOCIATES|NONE|$972,500|—|$972,500|

| CHEIRON, INC|NONE|$882,223|—|$882,223|

| NOSSAMAN LLP|NONE|$617,196|—|$617,196|

| DODGE & COX|NONE|$419,084|—|$419,084|

| US BANK|NONE|$390,978|—|$390,978|

| JPMORGAN CHASE BANK, NATIONAL ASSOC|NONE|$352,462|—|$352,462|

| CALIBRE CPA GROUP, PLLC|NONE|$261,620|—|$261,620|

| INVESCO TRUST COMPANY|NONE|$213,399|—|$213,399|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$211,786|—|$211,786|

| YOUSIF CAPITAL MANAGEMENT|NONE|$100,242|—|$100,242|

| BLACKROCK INSTITUTIONAL TRUST CO.|NONE|$97,984|—|$97,984|

| ZELIS PAYMENT HOLDINGS (RED CARD)|NONE|$64,727|—|$64,727|

| UNION PRESS|NONE|$63,786|—|$63,786|

| ASB CAPITAL MANAGEMENT LLC|NONE|$23,913|—|$23,913|

| CURTIS CONYERS|TRUSTEE|$18,358|—|$18,358|

| WPAS INC|NONE|$13,266|—|$13,266|

| MANATT, PHELPS & PHILIPPS LLC|NONE|$13,217|—|$13,217|

| WESTCOAST ARCHIVES|NONE|$11,407|—|$11,407|

| LEXIS NEXIS, A DIVISION OF RELX|NONE|$5,488|—|$5,488|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALAN D. BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [NOSSAMAN LLP](https://planprovider.pro/provider/nossaman-llp) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [JPMORGAN CHASE BANK, NATIONAL ASSOC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## 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|

## Similar Plans

- [Board Of Trustees, Southwest Carpenters Annuity Fund](https://planprovider.pro/companies/board-of-trustees-southwest-carpenters-annuity-fund-plan) — 91,004 participants

- [Board Of Trustees, Northwest Carpenters Retirement Plan](https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-retirement-plan) — 15,177 participants

- [Board Of Trustees, Cement Masons Southern California](https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-002) — 5,831 participants

- [Board Of Trustees, Cement Masons Southern California](https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-001) — 2,445 participants

- [United Production Framing, INC.](https://planprovider.pro/companies/united-production-framing-inc-plan) — 1,094 participants

- [Leonard Roofing, INC.](https://planprovider.pro/companies/leonard-roofing-inc-401k-plan) — 845 participants

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