# Board Of Trustees, Ibew Local 684 Pension Trust DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-local-684-pension-trust-946442909-001

> Board Of Trustees, Ibew Local 684 Pension Trust's DB plan: 438 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-local-684-pension-trust-946442909-001)

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