# Trustees Of The Southern Alaska Carp. Retirement Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-southern-alaska-carp-retirement-plan-plan

> Trustees Of The Southern Alaska Carp. Retirement Plan's DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Southern Alaska Carp. Retirement Plan

- **Sponsor EIN:** 920120866

- **Sponsor Address:** 7525 SE 24TH STREET, SUITE 200, MERCER ISLAND, WA, 980402341

- **Plan Type:** DB

- **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|$2.6M|$0|

| 2023|389|$149.3M|$6.4M|$0|

| 2022|628|$142.6M|$6.3M|$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|

| WELFARE & PENSION ADMIN. SERVICE|NONE|$378,406|—|$378,406|

| MILLIMAN, INC.|NONE|$346,446|—|$346,446|

| R.V. KUHNS & ASSOCIATES, INC.|NONE|$233,284|—|$233,284|

| WASHINGTON CAPITAL MANAGEMENT|NONE|$148,706|—|$148,706|

| BARLOW COUGHRAN MORALES & JOSEPHSON|NONE|$134,550|—|$134,550|

| KEYBANK NATIONAL ASSOCIATION|NONE|$103,834|—|$103,834|

| AMERICAN REALTY ADVISORS, LLC|NONE|$103,136|—|$103,136|

| WITHUMSMITH+BROWN, PC|NONE|$92,898|—|$92,898|

| CHEVY CHASE TRUST|NONE|$90,030|—|$90,030|

| LSV ASSET MANAGEMENT|NONE|$72,544|—|$72,544|

| LABOR TRUST SERVICES|NONE|$13,584|—|$13,584|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,717,418

### 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|$488,774|$86,372|$98,718|$81,640|—|

| 2023|$1,009,636|$323,850|$177,243|$46,449|—|

| 2022|$1,042,751|$415,090|$177,843|—|$293,629|

## Similar Plans

- [Alston Construction Company, INC.](https://planprovider.pro/companies/alston-construction-company-inc-401k-plan) — 384 participants

- [Cirks Construction, INC.](https://planprovider.pro/companies/cirks-construction-inc-401k-plan) — 375 participants

- [Hathaway Dinwiddie Construction Company](https://planprovider.pro/companies/hathaway-dinwiddie-construction-company-401k-plan) — 359 participants

- [Bernards Bros. INC.](https://planprovider.pro/companies/bernards-bros-inc-401k-plan) — 352 participants

- [Span Construction & Engineering, INC.](https://planprovider.pro/companies/span-construction-engineering-inc-401k-plan-001) — 430 participants

- [Environmental Chemical Corp.](https://planprovider.pro/companies/environmental-chemical-corp-401k-plan) — 339 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-southern-alaska-carp-retirement-plan-plan)

© 2026 PlanProvider.Pro