Plan Snapshot
- Plan Sponsor: Trustees Of Carpenters Local No 491 Plan
- Sponsor EIN: 222835549
- Sponsor Address: 911 RIDGEBROOK RD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 424
- Total Assets: $64.9M
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 | 424 | $64.9M | $0 | $0 |
| 2023 | 430 | $57.7M | $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 |
|---|---|---|---|---|
| IRA MARC MILLER AND CO PA | Auditor | $18,875 | — | $18,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,875
- Estimated Expense Ratio: 0.029% 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 | $330,201 | $28,197 | $115,892 | $18,875 | — |
| 2023 | $307,435 | $26,413 | $111,435 | — | $121,753 |