# Board Of Trustees, Labor Unions 401(K) Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-labor-unions-401-k-plan-plan

> Board Of Trustees, Labor Unions 401(K) Plan's DC plan: 3,614 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 Unions 401(K) Plan

- **Sponsor EIN:** 336194629

- **Sponsor Address:** 3737 CAMINO DEL RIO S STE 300, SAN DIEGO, CA, 92108

- **Plan Type:** DC

- **Total Participants:** 3,614

- **Total Assets:** $73.7M

## 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|3,614|$73.7M|$1.5M|$4.0M|

| 2023|3,680|$66.4M|$1.4M|$3.5M|

| 2022|3,706|$58.7M|$1.5M|$3.4M|

## 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|

| BENESYS, INC.|NONE|$392,590|—|$392,590|

| WITHUM, SMITH & BROWN|NONE|$126,117|—|$126,117|

| US BANK, N.A.|NONE|$71,312|—|$71,312|

| MEREDITH SESSER|NONE|$27,563|—|$27,563|

| JEFF EATCHEL|NONE|$17,400|—|$17,400|

| MILLER KAPLAN ARASE LLP|NONE|$16,400|—|$16,400|

| PENSION FUND EVALUATIONS|NONE|$13,500|—|$13,500|

| KENNEDY LAW FIRM|NONE|$12,598|—|$12,598|

| MICHAEL SNYDER|NONE|$11,600|—|$11,600|

### Verified Provider Profiles

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

- [WITHUM, SMITH & BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [US BANK, N.A.](https://planprovider.pro/provider/john-hancock) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $689,080

- **Estimated Expense Ratio:** 0.935% 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|$847,059|$13,500|$392,590|$16,400|—|

| 2023|$1,396,628|$13,000|$377,886|$15,300|—|

| 2022|$1,216,957|$12,625|$493,621|—|$97,753|

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- [United Farm Workers Of America](https://planprovider.pro/companies/united-farm-workers-of-america-401k-plan) — 369 participants

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