Plan Ledger DOL Form 5500 · updated monthly

Carpenters Southwest Administrative Corp.401(k)

CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Carpenters Southwest Administrative Corp. reported $16,786 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $3,720 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (6,490th of 9,483), and 1,276th of 2,534 in administrative & support services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,494,725
Participants with balances146
Active participants144
Employer contributions$535,638
Employee contributions$775,104
Employer contribution per active participant$3,720
Average account balance$44,484
Benefits paid to participants$139,537
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,786
Total administrative$16,786
The Carpenters Southwest Administrative Corp. 401(k) match · 2024
Employer contribution per active participant$3,720
Median for plans this size$1,313

Carpenters Southwest Administrative Corp.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,786

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$16,786 · 0.31%
Similar plansAdministrative & Support Services · California
Pro-Spectus, Inc. CA$6.2M · 0.20%
Adonis Health Inc. CA$6.0M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953687194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.