Board of Trustees, Southwest Carpenters Annuity FundProfit-sharing plan
SOUTHWEST CARPENTERS ANNUITY FUND · LOS ANGELES, CA · plan year 2024
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees, Southwest Carpenters Annuity Fund reported $3,156,317 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,954 per active participant. 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.
Across the 2 years on file its reported administrative ratio fell from 0.70% to 0.34%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 122nd-largest of 9,483 plans among California employers on file, and the 52nd of 5,337 in construction. active participation has grown from 52,075 to 91,004 since 2022.
Board of Trustees, Southwest Carpenters Annuity Fund's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Board of Trustees, Southwest Carpenters Annuity Fund before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 880135694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.