# Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-pension-trust-fund-for-nor-cal-annuity-plan

> Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity's DC plan: 29,190 participants, plan year 2025 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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