Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibew Local 595 Pension Plan
- Sponsor EIN: 946279541
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: DB
- Total Participants: 1,536
- Total Assets: $545.9M
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 | 1,536 | $545.9M | $26.4M | $0 |
| 2023 | 1,537 | $531.4M | $26.8M | $0 |
| 2022 | 1,607 | $497.1M | $26.4M | $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 |
|---|---|---|---|---|
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $843,837 | — | $843,837 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $735,032 | — | $735,032 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | $372,079 | — | $372,079 |
| VICTORY CAPITAL MANAGEMENT | Investment Advisor | $332,417 | — | $332,417 |
| BENESYS, INC. | Other Service Provider | $241,213 | — | $241,213 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $206,705 | — | $206,705 |
| DODGE & COX | Other Service Provider | $174,540 | — | $174,540 |
| ELECTRICAL INDUSTRY SERVICE CORP. | Other Service Provider | $157,368 | — | $157,368 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $141,517 | — | $141,517 |
| RAEL & LETSON | Other Service Provider | $105,103 | — | $105,103 |
| AMALGAMATED BANK | Other Service Provider | $61,437 | — | $61,437 |
| LEONARD CARDER, LLP | Other Service Provider | $55,543 | — | $55,543 |
| MILLER KAPLAN ARASE LLP | Auditor | $47,510 | — | $47,510 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $18,281 | $18,281 |
| SAN JOAQUIN & CALAVERAS CNTYS JATC | Other Service Provider | $12,179 | — | $12,179 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL MANAGEMENT — Investment Advisor
- 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: $3,504,761
- Estimated Expense Ratio: 0.642% 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 | $3,777,582 | $2,867,564 | $241,213 | $47,510 | — |
| 2023 | $3,764,506 | $2,891,354 | $229,268 | $45,800 | — |
| 2022 | $3,355,460 | $2,606,195 | $223,133 | — | $201,683 |