Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ibew Local 684 Pension Trust
- Sponsor EIN: 946442909
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: DB
- Plan Number: 001
- Total Participants: 438
- Total Assets: $80.2M
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 | 438 | $80.2M | $5.1M | $0 |
| 2023 | 426 | $76.2M | $5.4M | $0 |
| 2022 | 433 | $69.2M | $5.1M | $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 |
|---|---|---|---|---|
| VERUS ADVISORY, INC. | Other Service Provider | $154,939 | — | $154,939 |
| BENESYS, INC. | Other Service Provider | $98,003 | — | $98,003 |
| NORTHWEST PENSION SERVICES | Recordkeeper | $51,100 | — | $51,100 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $44,538 | — | $44,538 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $32,794 | — | $32,794 |
| PIMCO | Other Service Provider | $31,072 | — | $31,072 |
| MILLER KAPLAN ARASE LLP | Auditor | $26,840 | — | $26,840 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $18,853 | — | $18,853 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $18,368 | — | $18,368 |
| COMERICA BANK | Other Service Provider | $18,079 | — | $18,079 |
| U.S. BANK | Recordkeeper | $17,401 | — | $17,401 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $15,834 | — | $15,834 |
| ARISTOTLE PACIFIC CAPITAL, LLC | Other Service Provider | $11,783 | — | $11,783 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $8,558 | — | $8,558 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PENSION SERVICES — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- U.S. BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,162
- Estimated Expense Ratio: 0.684% 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 | $646,065 | $336,363 | $98,003 | $20,750 | — |
| 2023 | $635,575 | $338,528 | $94,805 | $19,750 | — |
| 2022 | $615,623 | $339,053 | $92,307 | — | $101,137 |