Trustees of Carpenters Benefit Plans of St. Louis retirement plan: assets, participants and fees
What Trustees of Carpenters Benefit Plans of St. Louis' 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 | Basys | Schedule C ↗ |
| Independent auditor | Anders Minkler Huber Helm LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 62 pension plans in finance and insurance with 10,000 to 49,999 participants.
| Trustees of Carpenters Benefit Plans of St. Louis: employer contribution per participant | $5,611 | |
| Peer median | $1,825 |
| Trustees of Carpenters Benefit Plans of St. Louis: average balance | $118,685 | |
| Peer median | $85,703 |
| Trustees of Carpenters Benefit Plans of St. Louis: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.37% |
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 $3.1B at the end of plan year 2023 to $3.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 27,598 | $3.3B | $155M | $5,611 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 27,331 | $3.1B | $150M | $5,494 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Carpenters Benefit Plans of St. Louis match 401(k) contributions?
The match terms for the Carpenters Pension Trust Fund of St. Louis have not been published from its filing yet. The plan year 2024 filing reports $155M in employer contributions, about $5,611 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Carpenters Benefit Plans of St. Louis 401(k) match vested?
The vesting schedule for the Carpenters Pension Trust Fund of St. Louis is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Carpenters Benefit Plans of St. Louis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Basys. The plan administrator is Trustees of Carpenters Benefit Plans of St. Louis.
I left Trustees of Carpenters Benefit Plans of St. Louis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Carpenters Benefit Plans of St. Louis, (314) 269-5244) or the recordkeeper, Basys. The Trustees of Carpenters Benefit Plans of St. Louis old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Carpenters Benefit Plans of St. Louis 401(k)
Data from the public Form 5500 annual reports Trustees of Carpenters Benefit Plans of St. Louis 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 Trustees of Carpenters Benefit Plans of St. Louis. Not financial advice. Report a correction · Methodology