Plan Snapshot
- Plan Sponsor: Board Of Trustees For Pacific Coast Roofers Pension Plan
- Sponsor EIN: 946051377
- Sponsor Address: 6800 SANTA TERESA BOULEVARD, SAN JOSE, CA, 95119
- Plan Type: DB
- Total Participants: 5,493
- Total Assets: $639.4M
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 | 5,493 | $639.4M | $0 | $0 |
| 2023 | 4,794 | $596.7M | $0 | $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 |
|---|---|---|---|---|
| INEICH & COMPANY, LLP | Auditor | $57,102 | — | $57,102 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,102
- Estimated Expense Ratio: 0.009% 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 | $2,990,297 | $1,724,553 | $301,205 | $57,102 | — |
| 2023 | $3,632,182 | $2,510,483 | $291,905 | — | $326,060 |