Plan Snapshot
- Plan Sponsor: Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity
- Sponsor EIN: 946277608
- Sponsor Address: 5672 STONERIDGE DRIVE, SUITE 100, PLEASANTON, CA, 94588
- Plan Type: DC
- Total Participants: 29,190
- Total Assets: $1.6B
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. |
|---|---|---|---|---|
| 2025 | 29,190 | $1.6B | $0 | $0 |
| 2024 | 29,331 | $1.4B | $0 | $0 |
| 2023 | 29,863 | $1.4B | $0 | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $98,374 | — | $98,374 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,374
- Estimated Expense Ratio: 0.006% 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 |
|---|---|---|---|---|---|
| 2025 | $3,373,403 | $1,721,611 | — | $98,374 | — |
| 2024 | $3,543,211 | $1,696,340 | $1,350,091 | $79,702 | — |
| 2023 | $5,367,811 | $3,818,048 | $1,140,470 | — | $162,710 |