# Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity DC Plan
Source: https://planprovider.pro/companies/bd-of-trust-of-stationary-engineers-loc-39-annuity-plan

> Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity's DC plan: 6,736 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity

- **Sponsor EIN:** 942787714

- **Sponsor Address:** 4160 DUBLIN BOULEVARD, SUITE 400, DUBLIN, CA, 945687756

- **Plan Type:** DC

- **Total Participants:** 6,736

- **Total Assets:** $314.9M

## 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|6,736|$314.9M|$13.5M|$0|

| 2023|6,444|$281.6M|$12.6M|$0|

| 2022|6,157|$248.9M|$11.6M|$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|

| HEALTH SERVICES & BENEFIT ADMINISTR|NONE|$108,750|—|$108,750|

| GRAYSTONE CONSULTING/MORGAN STANLEY|NONE|$100,000|—|$100,000|

| WITHUMSMITH+BROWN, PC|NONE|$71,248|—|$71,248|

| WEINBERG, ROGER & ROSENFELD|NONE|$51,570|—|$51,570|

| TEAM ST. INC.|NONE|$6,293|—|$6,293|

### Verified Provider Profiles

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

- [GRAYSTONE CONSULTING/MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $337,861

- **Estimated Expense Ratio:** 0.107% 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|$458,956|$100,000|$173,298|$29,079|—|

| 2023|$436,118|$100,000|$193,644|$18,100|—|

| 2022|$429,056|$100,443|$190,368|—|$104,777|

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