# Board Of Trustees, Labor Alliance Managed Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-labor-alliance-managed-trust-fund-943217575-501

> Board Of Trustees, Labor Alliance Managed Trust Fund's 401(k) plan: 16,274 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, Labor Alliance Managed Trust Fund

- **Sponsor EIN:** 943217575

- **Sponsor Address:** 1181 QUARRY LANE, SUITE 400, PLEASANTON, CA, 94566

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 16,274

- **Total Assets:** $94.5M

## 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|16,274|$94.5M|$277.5M|$2.7M|

| 2023|15,418|$83.4M|$250.7M|$2.5M|

| 2022|14,681|$64.5M|$206.2M|$2.6M|

## 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|

| DMC INSURANCE ADMINISTRATORS|Other Service Provider|$4,983,328|—|$4,983,328|

| PHYSMETRICS, LLC|Other Service Provider|$436,355|—|$436,355|

| WITHUMSMITH + BROWN, PC|Auditor|$350,115|—|$350,115|

| NORTHWEST PLAN SERVICES|Recordkeeper|$144,877|—|$144,877|

| MAMMINI COMPANY|Other Service Provider|$105,933|—|$105,933|

| PRESTIGE PRINTING|Other Service Provider|$105,454|—|$105,454|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$87,108|—|$87,108|

| WESTERN HEALTH CARE COALITIONS, INC|Other Service Provider|$52,018|—|$52,018|

| COMMONWEALTH EQUITY SERVICES, LLC|Other Service Provider|$15,927|$15,927|$31,854|

| ANTHONY ROBERT FRANCIN|Custodian / Trustee|$13,815|—|$13,815|

| CHUCK MARTIN|Custodian / Trustee|$12,791|—|$12,791|

| LARRY VALENTI|Custodian / Trustee|$9,809|—|$9,809|

| LYLE MCVICAR|Custodian / Trustee|$8,699|—|$8,699|

| ERIC JIMENEZ|Custodian / Trustee|$8,153|—|$8,153|

| FRANK SEVILLA|Custodian / Trustee|$7,669|—|$7,669|

| CARLOS BARNETT|Custodian / Trustee|$5,285|—|$5,285|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH + BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,363,263

- **Estimated Expense Ratio:** 6.732% 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|$6,359,931|$100,325|$5,270,234|$21,679|—|

| 2023|$5,742,883|$89,031|$4,779,613|$16,000|—|

| 2022|$4,690,736|$69,919|$3,569,917|—|$572,253|

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