# Bd. Of Trustees Of Machinists Retiree Health Investment Plan 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-machinists-retiree-health-investment-plan-412061777-501

> Bd. Of Trustees Of Machinists Retiree Health Investment Plan's 401(k) plan: 763 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd. Of Trustees Of Machinists Retiree Health Investment Plan

- **Sponsor EIN:** 412061777

- **Sponsor Address:** 4160 DUBLIN BLVD, DUBLIN, CA, 94568

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 763

- **Total Assets:** $25.9M

## 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|763|$25.9M|$1.3M|$0|

| 2023|758|$23.0M|$1.4M|$0|

| 2022|831|$19.5M|$1.3M|$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|

| SAGE ADVISORY|Other Service Provider|$42,526|—|$42,526|

| GRAYSTONE CONSULTING|Other Service Provider|$28,908|—|$28,908|

| WITHUMSMITH+BROWN,PC|Auditor|$26,556|—|$26,556|

| FREMONT BANK|Other Service Provider|$18,766|—|$18,766|

| HEALTH SERVICES & BENEFIT ADMINISTR|Other Service Provider|$17,228|—|$17,228|

### 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) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,984

- **Estimated Expense Ratio:** 0.518% 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|$162,739|$71,434|$7,195|$14,108|—|

| 2023|$88,283|$32,507|$7,027|$24,036|—|

| 2022|$92,088|$42,433|$6,660|—|$30,303|

## Similar Plans

- [Board Of Trustees Of Automotive Industries Welfare Plan](https://planprovider.pro/companies/board-of-trustees-of-automotive-industries-welfare-plan-946078226-501) — 3,517 participants

- [Amerit Fleet Solutions](https://planprovider.pro/companies/amerit-fleet-solutions-401k-plan) — 3,216 participants

- [Board Of Trustees Automotive Industries Pension Plan](https://planprovider.pro/companies/board-of-trustees-automotive-industries-pension-plan-plan) — 2,999 participants

- [Bd Of Trustees, Automotive Ind. Individual Account](https://planprovider.pro/companies/bd-of-trustees-automotive-ind-individual-account-plan) — 964 participants

- [Pacific Drive-Ins LLC](https://planprovider.pro/companies/pacific-drive-ins-llc-401k-plan) — 747 participants

- [Broadbase INC.](https://planprovider.pro/companies/broadbase-inc-680067886-501) — 323 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-machinists-retiree-health-investment-plan-412061777-501)

© 2026 PlanProvider.Pro