Plan Ledger DOL Form 5500 · updated monthly

Arizona State Carpenters' Annuity Trust FundDC plan

ARIZONA STATE CARPENTER'S ANNUITY TRUST FUND · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.67%

Arizona State Carpenters' Annuity Trust Fund reported $637,042 in plan administrative expenses for 2022: 0.67% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other construction employers. By assets it is the 134th-largest of 1,285 plans among Arizona employers on file, and the 696th of 5,337 in construction.

Plan summary
Net assets, end of year$86,640,336
Participants with balances3,934
Active participants3,934
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$22,023
Benefits paid to participants$6,987,589
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$86.6M · 3,934 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$112,150
Investment management$345,292
Professional / advisory$93,653
Total administrative$637,042
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$637,042 · 0.67%
Similar plansConstruction · Arizona
Centuri Group, Inc. AZ$134.7M · 0.17%
Kitchell Corporation AZ$87.3M · 0.20%
Modigent LLC AZ$50.9M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 866056025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.