# Board Of Trustees, B.A.C. Local 3 Pension Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-b-a-c-local-3-pension-trust-fund-900888690-002

> Board Of Trustees, B.A.C. Local 3 Pension Trust Fund's DC plan: 702 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, B.A.C. Local 3 Pension Trust Fund

- **Sponsor EIN:** 900888690

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 702

- **Total Assets:** $125.5M

## 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|702|$125.5M|$3.1M|$0|

| 2023|733|$121.6M|$3.2M|$0|

| 2022|2,512|$111.9M|$2.9M|$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|

| RBC GLOBAL ASSET MANAGEMENT|Recordkeeper|$105,236|—|$105,236|

| CHARTWELL INVESTMENT PARTNERS LP|Other Service Provider|$80,890|—|$80,890|

| BENESYS INC.|Other Service Provider|$64,376|—|$64,376|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$61,875|—|$61,875|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$58,093|—|$58,093|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$52,136|—|$52,136|

| KRAW LAW GROUP|Other Service Provider|$43,140|—|$43,140|

| VICTORY CAPITAL MANAGEMENT|Other Service Provider|$33,297|—|$33,297|

| MILLER KAPLAN ARASE LLP|Auditor|$26,000|—|$26,000|

| GREAT LAKES ADVISORS LLC|Other Service Provider|$22,406|—|$22,406|

| AMERICAN REALTY ADVISORS|Other Service Provider|$21,973|—|$21,973|

| U.S. BANK|Recordkeeper|$18,841|—|$18,841|

| WITHUM SMITH & BROWN|Auditor|$13,871|—|$13,871|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$5,646|—|$5,646|

### Verified Provider Profiles

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

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [WITHUM SMITH & BROWN](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:** $607,780

- **Estimated Expense Ratio:** 0.484% 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|$652,772|$436,882|$64,376|$26,000|—|

| 2023|$584,838|$385,182|$59,654|$25,000|—|

| 2022|$578,457|$417,812|$58,755|—|$73,871|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-b-a-c-local-3-pension-trust-fund-900888690-002)

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