Plan Snapshot
- Plan Sponsor: Board Of Trustees Automotive Industries Pension Plan
- Sponsor EIN: 941133245
- Sponsor Address: 4160 DUBLIN BLVD., SUITE 100, DUBLIN, CA, 945687756
- Plan Type: DB
- Total Participants: 2,999
- Total Assets: $2.1B
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 | 2,999 | $2.1B | $23.5M | $0 |
| 2023 | 3,054 | $2.1B | $23.1M | $0 |
| 2022 | 3,056 | $1.0B | $22.2M | $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 |
|---|---|---|---|---|
| FOUNDRY PARTNERS LLC | Other Service Provider | $1,516,225 | — | $1,516,225 |
| HEALTH SERVICES & BENEFIT ADMINISTR | Other Service Provider | $1,430,205 | — | $1,430,205 |
| MCMORGAN & COMPANY | Other Service Provider | $1,207,485 | — | $1,207,485 |
| GRAYSTONE CONSULTING/MORGAN STANLEY | Recordkeeper | $933,286 | — | $933,286 |
| POLEN CAPITAL MANAGEMENT, LLC | Other Service Provider | $448,626 | — | $448,626 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other Service Provider | $264,440 | — | $264,440 |
| FIERA CAPITAL INC. | Other Service Provider | $247,215 | — | $247,215 |
| THE SEGAL COMPANY | Recordkeeper | $245,093 | — | $245,093 |
| SILVERCREST ASSET MGMT GROUP LLC | Other Service Provider | $226,823 | — | $226,823 |
| WITHUMSMITH+BROWN, PC | Auditor | $224,803 | — | $224,803 |
| INSIGHT INVESTMENT | Other Service Provider | $224,662 | — | $224,662 |
| MACKAY SHIELDS LLC | Recordkeeper | — | $180,343 | $180,343 |
| SALTZMAN & JOHNSON LAW CORPORATION | Other Service Provider | $144,689 | — | $144,689 |
| AMALGAMATED BANK | Other Service Provider | $50,225 | $80,973 | $131,198 |
| NFP | Other Service Provider | — | $74,139 | $74,139 |
| CHARLES BESOCKE | Other Service Provider | $73,800 | — | $73,800 |
| ABEL NOSER SOLUTIONS LLC | Other Service Provider | $28,875 | — | $28,875 |
| ROADRUNNER MAILING SERVICES | Other Service Provider | $28,165 | — | $28,165 |
| FREMONT BANK | Other Service Provider | $14,940 | — | $14,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAYSTONE CONSULTING/MORGAN STANLEY — Recordkeeper
- THE SEGAL COMPANY — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- MACKAY SHIELDS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,645,012
- Estimated Expense Ratio: 0.360% 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 | $8,773,553 | $5,118,987 | $1,276,619 | $62,679 | — |
| 2023 | $13,845,837 | $3,528,449 | $1,246,682 | $59,224 | — |
| 2022 | $6,366,840 | $3,191,592 | $1,153,740 | — | $745,681 |