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Original filing (PDF)20250317160843NAL0003303664001
BOARD OF TRUSTEES, ALASKA CARPENTER DEFINED CONTRIBUTION TRUST FUND
Form 5500
FILING_RECEIVED
ALASKA CARPENTERS DEFINED CONTRIBUTION TRUST FUND
Defined-contribution retirement plan
Signals · 1
1 failed disclosure
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, ALASKA CARPENTER DEFINED CONTRIBUTION TRUST FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, ALASKA CARPENTER DEFINED CONTRIBUTION TRUST FUND
EIN
92-6003157
Address
533 S FREMONT AVENUE, 7TH FLOOR · LOS ANGELES, CA · 90071
Phone
(213) 386-8590
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-05-31
Filed
2025-03-17
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $131K | — |
| WELFARE & PENSION ADMIN. SERVICE | 91-1363171 | — | NONE | $100K | — |
| WITHUMSMITH+BROWN,PC | 22-2027092 | — | NONE | $40K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $37K | — |
| R. V. KUHNS & ASOCIATES, INC | 93-0910652 | — | NONE | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| ANTHONY PENA | TRUSTEE DID NOT PROVIDE INFORMATION REGARDIING COMPENSATION. |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELLS FARGO STABLE VALUE RTN FUND N WELLS FARGO BANK, NA · EIN 41-6202499 / PN 001 | Common Collective Trust | $0 | — |
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