Plan Snapshot
- Plan Sponsor: Board Of Trustees, B & C Western Conference Dental
- Sponsor EIN: 946128420
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,755
- Total Assets: $4.1M
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 | 1,755 | $4.1M | $1.1M | $1,365 |
| 2023 | 1,997 | $4.2M | $1.3M | $5,306 |
| 2022 | 2,214 | $4.4M | $1.4M | $3,511 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $281,891 | — | $281,891 |
| MILLER KAPLAN ARASE LLP | Auditor | $141,220 | — | $141,220 |
| RAEL & LETSON | Other Service Provider | $52,034 | — | $52,034 |
| REICH, ADELL, & CVITAN | Other Service Provider | $47,018 | — | $47,018 |
| ANTHEM INC | Other Service Provider | $27,966 | — | $27,966 |
| QUEST INVESTMENT MANAGEMENT, INC. | Other Service Provider | $27,122 | — | $27,122 |
| RUSSEL G. WOODSON, D.D.S. | Other Service Provider | $13,200 | — | $13,200 |
| CITY NATIONAL BANK | Other Service Provider | $11,490 | — | $11,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $601,941
- Estimated Expense Ratio: 14.686% 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 | $620,048 | $27,122 | $281,891 | $19,600 | — |
| 2023 | $491,100 | $26,834 | $274,379 | $18,750 | — |
| 2022 | $465,561 | $24,884 | $266,387 | — | $118,028 |