Carpenters Annuity Trust Fund for Northern California retirement plan: assets, participants and fees
What Carpenters Annuity Trust Fund for Northern California's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 37 defined-contribution plans with 50,000 or more participants.
| Carpenters Annuity Trust Fund for Northern California: employer contribution per participant | $1,689 | |
| Peer median | $2,100 |
| Carpenters Annuity Trust Fund for Northern California: average balance | $57,817 | |
| Peer median | $77,284 |
| Carpenters Annuity Trust Fund for Northern California: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.3B at the end of plan year 2023 to $3.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 64,162 | $3.5B | $102M | $1,689 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 64,255 | $3.3B | $97.1M | $1,611 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Carpenters Annuity Trust Fund for Northern California match 401(k) contributions?
The match terms for the Carpenters Annuity Trust Fund for Northern California have not been published from its filing yet. The plan year 2024 filing reports $102M in employer contributions, about $1,689 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carpenters Annuity Trust Fund for Northern California 401(k) match vested?
The vesting schedule for the Carpenters Annuity Trust Fund for Northern California is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carpenters Annuity Trust Fund for Northern California 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Carpenters Annuity Trust Fund for Northern California.
I left Carpenters Annuity Trust Fund for Northern California. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carpenters Annuity Trust Fund for Northern California, (510) 633-0333) or the recordkeeper, John Hancock. The Carpenters Annuity Trust Fund for Northern California old 401(k) page lists the contacts from every plan filing. Find an old Carpenters Annuity Trust Fund for Northern California 401(k)
Data from the public Form 5500 annual reports Carpenters Annuity Trust Fund for Northern California filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carpenters Annuity Trust Fund for Northern California. Not financial advice. Report a correction · Methodology