Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibew Local 595 Money Purchase
- Sponsor EIN: 946125583
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: DC
- Total Participants: 1,599
- Total Assets: $546.8M
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 | 1,599 | $546.8M | $14.5M | $0 |
| 2023 | 1,612 | $523.7M | $14.5M | $0 |
| 2022 | 1,728 | $471.7M | $15.1M | $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 |
|---|---|---|---|---|
| DODGE AND COX | Other Service Provider | $585,059 | — | $585,059 |
| BENESYS, INC. | Other Service Provider | $238,180 | — | $238,180 |
| ELECTRICAL INDUSTRY SERVICE CORP | Other Service Provider | $163,127 | — | $163,127 |
| FIDELITY INV INST OPERATIONS CO INC | Recordkeeper | $157,947 | — | $157,947 |
| INVESTMENT PERFORMANCE SRVCS, LLC | Other Service Provider | $56,000 | — | $56,000 |
| LEONARD CARDER, LLP | Other Service Provider | $48,074 | — | $48,074 |
| MILLER KAPLAN ARASE LLP | Auditor | $45,220 | — | $45,220 |
| RAEL & LETSON | Other Service Provider | $25,585 | — | $25,585 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $18,007 | $18,007 |
| SAN JOAQUIN & CALAVERAS CNTYS JATC | Other Service Provider | $10,799 | — | $10,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OPERATIONS CO INC — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,347,998
- Estimated Expense Ratio: 0.247% 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 | $1,463,347 | $641,058 | $238,180 | $45,220 | — |
| 2023 | $1,418,900 | $602,405 | $226,576 | $44,263 | — |
| 2022 | $1,379,845 | $641,213 | $439,762 | — | $95,505 |