Northern California Carpenters 401(k) Trust Fund
Sponsored by Board Of Trustees, Northern California Carpenters 401(k) Trust Fund · EIN 800204601 · Plan #001
- Total assets
- $250M
- Net assets
- $250M
- Active participants
- 4,597
- With balances
- 4,244
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment management fees (direct) | $292,666 |
| C.F.A.O | Plan administrator, Direct payment from the plan | $248,708 |
| World Investment Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $41,774 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $26,980 |
| Opus Investment Advisors, Llc | Custodial (securities), Investment management fees (direct) | $22,520 |
| Kraw Law Group | Legal, Direct payment from the plan | $17,703 |
| Weinberg | Legal, Direct payment from the plan | $14,515 |
| Segal Select Insurance Services, In | Insurance services, Insurance brokerage commissions | $0 |