Plan Snapshot
- Plan Sponsor: Bd Of Trustees, Automotive Ind. Individual Account
- Sponsor EIN: 941133245
- Sponsor Address: 4160 DUBLIN BLVD., SUITE 100, DUBLIN, CA, 945687756
- Plan Type: DC
- Total Participants: 964
- Total Assets: $59.5M
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 | 964 | $59.5M | $1.7M | $0 |
| 2023 | 958 | $57.0M | $1.8M | $0 |
| 2022 | 975 | $52.0M | $1.8M | $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 |
|---|---|---|---|---|
| MCMORGAN & CO | Other Service Provider | $75,220 | — | $75,220 |
| MACKAY SHIELDS | Recordkeeper | — | $37,783 | $37,783 |
| WITHUMSMITH+BROWN, PC | Auditor | $32,965 | — | $32,965 |
| HEALTH SERVICES & BENEFIT ADMINISTR | Other Service Provider | $30,464 | — | $30,464 |
| AMALGAMATED BANK | Other Service Provider | $16,675 | $2,982 | $19,657 |
| FREMONT BANK | Other Service Provider | $9,166 | — | $9,166 |
| CHARLES BESOCKE | Other Service Provider | $5,784 | — | $5,784 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACKAY SHIELDS — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,039
- Estimated Expense Ratio: 0.355% 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 | $189,707 | $90,581 | $20,112 | $20,257 | — |
| 2023 | $200,945 | $110,290 | $19,504 | $26,614 | — |
| 2022 | $172,107 | $91,303 | $18,600 | — | $35,135 |