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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $47,510 | — | $47,510 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,510
- 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 | $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 |