# Board Of Trustees For Pacific Coast Roofers Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-for-pacific-coast-roofers-pension-plan-plan

> Board Of Trustees For Pacific Coast Roofers Pension Plan's DB plan: 5,493 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 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](https://planprovider.pro/provider/ineich-and-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|

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