Plan Snapshot
- Plan Sponsor: Trustees Of Carpenters Local No 491 Training Fund
- Sponsor EIN: 521848916
- Sponsor Address: 911 RIDGEBROOK RD, SPARKS, MD, 211529459
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $312,731 | $0 |
| 2023 | 460 | $26,455 | $307,837 | $0 |
| 2022 | 418 | $29,485 | $278,181 | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | Other Service Provider | $18,211 | — | $18,211 |
| IRA MARC MILLER AND CO PA | Other Service Provider | $6,975 | — | $6,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,186
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 | $327,880 | — | $18,211 | $6,975 | — |
| 2023 | $310,867 | — | $17,510 | $3,750 | — |
| 2022 | $271,875 | — | $15,750 | — | $3,994 |