# Bay Area Painters & Tapers Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-bay-area-painters-tapers-annuity-fund-plan

> Bay Area Painters & Tapers Annuity Fund's DC plan: 6,637 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [GRAYSTONE CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

- [WITHUMSMITH+BROWN, PC](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-bay-area-painters-tapers-annuity-fund-plan)

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