Plan Snapshot
- Plan Sponsor: Bay Area Painters & Tapers Pension Trust
- Sponsor EIN: 946276501
- Sponsor Address: 4160 DUBLIN BLVD, DUBLIN, CA, 945687756
- Plan Type: DB
- Total Participants: 3,428
- Total Assets: $700.0M
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 | 3,428 | $700.0M | $35.4M | $0 |
| 2023 | 3,648 | $643.7M | $38.1M | $2.9M |
| 2022 | 3,669 | $579.9M | $39.0M | $0 |
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 |
|---|---|---|---|---|
| SIERRA INVESTMENT MANAGERS | Other Service Provider | $847,477 | — | $847,477 |
| HEALTH SERVICES & BENEFIT ADMIN | Other Service Provider | $760,693 | — | $760,693 |
| WITHUMSMITH+BROWN, PC | Auditor | $749,472 | — | $749,472 |
| SALTZMAN & JOHNSON | Other Service Provider | $385,275 | — | $385,275 |
| WASHINGTON CAPITAL | Other Service Provider | $216,913 | — | $216,913 |
| US BANK | Recordkeeper | $203,113 | — | $203,113 |
| DODGE & COX | Other Service Provider | $196,664 | — | $196,664 |
| FOUNDRY PARTNERS | Other Service Provider | $152,656 | $30,272 | $182,928 |
| ASB ALLEGIANCE REAL ESTATE FUND | Other Service Provider | $157,667 | — | $157,667 |
| FIERA CAPITAL | Other Service Provider | $157,271 | — | $157,271 |
| LOOMIS SAYLES | Other Service Provider | $130,943 | $5,173 | $136,116 |
| SEGAL CO | Recordkeeper | $135,110 | — | $135,110 |
| ULLICO | Recordkeeper | $130,319 | — | $130,319 |
| GRAYSTONE CONSULTANTS | Recordkeeper | $80,000 | — | $80,000 |
| EIDE BAILEY LLP | Auditor | $42,551 | — | $42,551 |
| ROADRUNNER PRINT MAIL | Other Service Provider | $38,000 | — | $38,000 |
| SEGAL SELECT INSURANCE SERVICES, IN | Other Service Provider | — | $26,394 | $26,394 |
| IRON MOUNTAIN | Other Service Provider | $15,872 | — | $15,872 |
| LEGAL AND GENERAL | Other Service Provider | $15,426 | — | $15,426 |
| FREMONT BANK | Other Service Provider | $15,120 | — | $15,120 |
| PBI | Other Service Provider | $8,895 | — | $8,895 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK — Recordkeeper
- SEGAL CO — Recordkeeper
- ULLICO — Recordkeeper
- GRAYSTONE CONSULTANTS — Recordkeeper
- EIDE BAILEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,501,276
- Estimated Expense Ratio: 0.643% 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 | $4,989,335 | $1,953,070 | $760,693 | $42,511 | — |
| 2023 | $4,417,859 | $2,028,091 | $724,080 | $46,008 | — |
| 2022 | $4,127,699 | $1,888,602 | $689,598 | — | $828,906 |