# Trustees-Gulf States Carpenters Vacation Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-gulf-states-carpenters-vacation-fund-834586900-501

> Trustees-Gulf States Carpenters Vacation Fund's 401(k) plan: 2,310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Gulf States Carpenters Vacation Fund

- **Sponsor EIN:** 834586900

- **Sponsor Address:** 2850 MASSACHUSETTS AVENUE, METAIRIE, LA, 70003

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,310

- **Total Assets:** $1.2M

## 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|2,310|$1.2M|$1.7M|$0|

| 2023|2,310|$1.3M|$1.8M|$0|

| 2022|2,319|$1.1M|$1.5M|$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|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$11,732|—|$11,732|

| CALIBRE CPA GROUP|Auditor|$8,930|—|$8,930|

| YOUNGDAHL LAW FIRM|Other Service Provider|$8,403|—|$8,403|

| REGIONS BANK|Other Service Provider|$8,181|—|$8,181|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/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:** $37,246

- **Estimated Expense Ratio:** 3.078% 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|$39,178|—|$11,732|$8,930|—|

| 2023|$47,624|—|$6,000|$21,283|—|

| 2022|$28,674|—|—|—|$15,783|

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