Retirement plan

CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN

Name: CARPENTERS SOUTHWEST ADMINISTRATIVE CORP. - CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN (2024) Form 5500
Creator: CARPENTERS SOUTHWEST ADMINISTRATIVE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN, CARPENTERS SOUTHWEST ADMINISTRATIVE CORP.

CARPENTERS SOUTHWEST ADMINISTRATIVE CORP.EIN 95-3687194Plan #001PY 2024

533 S FREMONT AVE - LOS ANGELES, CA 90071213-739-9454

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+44.1% from 2023

Total participants

155

+14.0% from 2023

Average account balance

$44,484

+26.3% from 2023

Annual return

18.10%

-11.43 pp from 2023

Benchmarks

See 1,419 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,419 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

146

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$115

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$16,786

Plan features & details

Pension benefit codes3D2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$117 / participant

Recordkeeping$17K100.0%

% of EOY assets

0.258%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,484

$45,119-1.4%

$85,126-47.7%

$74,429-40.2%

Participation rate

93.8%

49.4%+44.4pp

67.5%+26.2pp

67.2%+26.5pp

Annual return

18.10%

26.28%-8.2pp

66.63%-48.5pp

1368.38%-1350.3pp

Employer contribution / active EE

$3,720

$1,460+154.7%

$2,731+36.2%

$2,625+41.7%

Participant deferral / active EE

$5,383

$2,738+96.6%

$4,523+19.0%

$4,348+23.8%

Admin fee / account holder

$115

$2,214-94.8%

$6,160-98.1%

$1,944-94.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$16,786

CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion