Plan Snapshot
- Plan Sponsor: Board Of Trustees Ara Pension Plan
- Sponsor EIN: 136161999
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 945026594
- Plan Type: DB
- Total Participants: 56
- Total Assets: $48.7M
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 | 56 | $48.7M | $1.7M | $0 |
| 2023 | 54 | $50.5M | $1.6M | $0 |
| 2022 | 51 | $52.5M | $1.7M | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $31,532 | — | $31,532 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,532
- Estimated Expense Ratio: 0.065% 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 | $696,203 | $48,194 | $147,000 | $31,532 | — |
| 2023 | $711,495 | $48,195 | $155,750 | — | — |
| 2022 | $756,317 | $48,195 | $103,950 | — | $354,840 |