Plan Snapshot
- Plan Sponsor: Bay Area Painters & Tapers Annuity Fund
- Sponsor EIN: 946276501
- Sponsor Address: 4160 DUBLIN BLVD, DUBLIN, CA, 94568
- Plan Type: DC
- Total Participants: 6,637
- Total Assets: $543.5M
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 | 6,637 | $543.5M | $54.1M | $0 |
| 2023 | 6,552 | $503.6M | $55.7M | $0 |
| 2022 | 6,552 | $438.8M | $53.8M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVS | NONE | $472,295 | — | $472,295 |
| HSBA | NONE | $338,496 | — | $338,496 |
| GRAYSTONE CONSULTING | NONE | $100,000 | — | $100,000 |
| SALTZMAN AND JOHNSON | NONE | $45,285 | — | $45,285 |
| EIDE BAILLY LLP | NONE | $30,000 | — | $30,000 |
| WITHUMSMITH+BROWN, PC | Auditor | $30,000 | — | $30,000 |
| SEGAL SELECT INSURANCE SERVICES INC | NONE | — | $11,312 | $11,312 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVS — NONE
- GRAYSTONE CONSULTING — NONE
- EIDE BAILLY LLP — NONE
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,027,388
- Estimated Expense Ratio: 0.189% 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 | $1,990,731 | $100,000 | $338,496 | $30,000 | — |
| 2023 | $1,014,317 | $125,000 | $328,642 | $28,000 | — |
| 2022 | $809,584 | $238,861 | $312,993 | — | $183,437 |