Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibew Local 684 Money Purchase
- Sponsor EIN: 946442909
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: DC
- Plan Number: 002
- Total Participants: 463
- Total Assets: $44.2M
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 | 463 | $44.2M | $3.3M | $354,316 |
| 2023 | 459 | $40.6M | $3.6M | $364,457 |
| 2022 | 453 | $32.7M | $3.1M | $285,124 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $60,290 | — | $60,290 |
| VERUS ADVISORY, INC. | Other Service Provider | $57,260 | — | $57,260 |
| BENESYS, INC. | Other Service Provider | $29,067 | — | $29,067 |
| MILLER KAPLAN ARASE LLP | Auditor | $20,922 | — | $20,922 |
| MATRIX TRUST COMPANY | Recordkeeper | $9,485 | — | $9,485 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $8,155 | — | $8,155 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,179
- Estimated Expense Ratio: 0.419% 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 | $207,005 | $57,260 | $29,067 | $19,400 | — |
| 2023 | $194,522 | $49,870 | $31,362 | $18,470 | — |
| 2022 | $184,764 | $53,753 | $29,013 | — | $31,014 |