# Western States Carpenters Vacation Trust 401(k) Plan
Source: https://planprovider.pro/companies/western-states-carpenters-vacation-trust-956042279-501

> Western States Carpenters Vacation Trust's 401(k) plan: 67,891 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nossaman-llp) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [ALAN D. BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-states-carpenters-vacation-trust-956042279-501)

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