# Bay Area Painters & Tapers Pension Trust DB Plan
Source: https://planprovider.pro/companies/bay-area-painters-tapers-pension-trust-plan

> Bay Area Painters & Tapers Pension Trust's DB plan: 3,428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$847,477|—|$847,477|

| HEALTH SERVICES & BENEFIT ADMIN|NONE|$760,693|—|$760,693|

| WITHUMSMITH+BROWN, PC|NONE|$749,472|—|$749,472|

| SALTZMAN & JOHNSON|NONE|$385,275|—|$385,275|

| WASHINGTON CAPITAL|NONE|$216,913|—|$216,913|

| US BANK|NONE|$203,113|—|$203,113|

| DODGE & COX|NONE|$196,664|—|$196,664|

| FOUNDRY PARTNERS|NONE|$152,656|$30,272|$182,928|

| ASB ALLEGIANCE REAL ESTATE FUND|NONE|$157,667|—|$157,667|

| FIERA CAPITAL|NONE|$157,271|—|$157,271|

| LOOMIS SAYLES|NONE|$130,943|$5,173|$136,116|

| SEGAL CO|NONE|$135,110|—|$135,110|

| ULLICO|NONE|$130,319|—|$130,319|

| GRAYSTONE CONSULTANTS|NONE|$80,000|—|$80,000|

| EIDE BAILEY LLP|NONE|$42,551|—|$42,551|

| ROADRUNNER PRINT MAIL|NONE|$38,000|—|$38,000|

| SEGAL SELECT INSURANCE SERVICES, IN|NONE|—|$26,394|$26,394|

| IRON MOUNTAIN|NONE|$15,872|—|$15,872|

| LEGAL AND GENERAL|NONE|$15,426|—|$15,426|

| FREMONT BANK|NONE|$15,120|—|$15,120|

| PBI|NONE|$8,895|—|$8,895|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [SEGAL CO](https://planprovider.pro/provider/milliman) — NONE

- [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [GRAYSTONE CONSULTANTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [EIDE BAILEY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

## 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|

## Similar Plans

- [Freedom Forever LLC](https://planprovider.pro/companies/freedom-forever-llc-401k-plan) — 3,475 participants

- [Trustees Of W. States Insulators & Allied Workers Pension Fund](https://planprovider.pro/companies/trustees-of-w-states-insulators-allied-workers-pension-fund-plan) — 3,258 participants

- [Inter-Con Security Systems, INC.](https://planprovider.pro/companies/inter-con-security-systems-inc-401k-plan) — 3,995 participants

- [Agc Of America, Sd Chapter, INC. 401(K) Profit Sharing Plan](https://planprovider.pro/companies/agc-of-america-sd-chapter-inc-401-k-profit-sharing-plan-401k-plan) — 2,604 participants

- [Gothic Landscaping, INC.](https://planprovider.pro/companies/gothic-landscaping-inc-401k-plan) — 1,966 participants

- [Sciens Building Solutions, LLC](https://planprovider.pro/companies/sciens-building-solutions-llc-401k-plan) — 1,901 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bay-area-painters-tapers-pension-trust-plan)

© 2026 PlanProvider.Pro