Plan Snapshot
- Plan Sponsor: Western States Carpenters Vacation Trust
- Sponsor EIN: 956042279
- Sponsor Address: 445 SOUTH FIGUEROA STREET, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 67,891
- Total Assets: $121.1M
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 | 67,891 | $121.1M | $293.0M | $0 |
| 2023 | 53,731 | $103.4M | $251.6M | $0 |
| 2022 | 48,768 | $87.8M | $235.6M | $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 SERVICES ADMIN CORP | Other Service Provider | $5,101,906 | — | $5,101,906 |
| SHANLEY APC | Other Service Provider | $359,200 | — | $359,200 |
| UNION PRESS | Other Service Provider | $93,334 | — | $93,334 |
| NOSSAMAN LLP | ERISA Attorney | $32,307 | — | $32,307 |
| CALIBRE CPA GROUP PLLC | Auditor | $27,810 | — | $27,810 |
| ALAN D. BILLER & ASSOCIATES | ERISA Attorney | $18,750 | — | $18,750 |
| GIACT SYSTEMS | Other Service Provider | $10,332 | — | $10,332 |
| CURTIS CONYERS | Custodian / Trustee | $6,981 | — | $6,981 |
| ZELIS PAYMENT HOLDINGS (RED CARD) | Other Service Provider | $6,729 | — | $6,729 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOSSAMAN LLP — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
- ALAN D. BILLER & ASSOCIATES — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,657,349
- Estimated Expense Ratio: 4.671% 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 | $5,956,766 | $3,641 | $5,022,390 | $27,810 | — |
| 2023 | $4,830,172 | $30,258 | $4,193,818 | $26,300 | — |
| 2022 | $3,847,838 | $31,684 | $2,991,453 | — | $378,919 |