# Associated Builders And Contractors Northern California Chapter Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-builders-and-contractors-northern-california-chapter-943378739-501

> Associated Builders And Contractors Northern California Chapter's Health & Welfare plan: 1,268 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Builders And Contractors Northern California Chapter

- **Sponsor EIN:** 943378739

- **Sponsor Address:** 4577 LAS POSITAS ROAD, UNIT C, LIVERMORE, CA, 94551

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,268

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,268|$7.6M|$11.9M|$26,120|

| 2023|1,438|$6.5M|$13.5M|$2,008|

| 2022|1,320|$5.6M|$11.9M|$9,493|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HUB INTERNATIONAL|Other Service Provider|$584,030|—|$584,030|

| FRINGE BENEFIT GROUP, INC.|Other Service Provider|$331,963|—|$331,963|

| ABC-NCC|Other Service Provider|$57,472|—|$57,472|

| MOSS ADAMS LLP|Other Service Provider|$50,620|—|$50,620|

| GAROFOLO & RAMSDELL, LLP|Other Service Provider|$48,000|—|$48,000|

| RR DONNELLEY COMPANY|Other Service Provider|$39,326|—|$39,326|

| CHARLES SCHWAB|Recordkeeper|$6,690|—|$6,690|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,118,101

- **Estimated Expense Ratio:** 14.732% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,146,914|$6,690|$331,963|$31,070|—|

| 2023|$1,420,093|$6,094|$389,847|—|—|

| 2022|$1,281,734|$6,052|$293,036|—|$181,128|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-builders-and-contractors-northern-california-chapter-943378739-501)

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