# Board Of Trustees Laborers Vacation Holiday Trust Fund For Nor Cal 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-vacation-holiday-trust-fund-for-nor-cal-946092198-501

> Board Of Trustees Laborers Vacation Holiday Trust Fund For Nor Cal's 401(k) plan: 30,998 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Laborers Vacation Holiday Trust Fund For Nor Cal

- **Sponsor EIN:** 946092198

- **Sponsor Address:** 5672 STONERIDGE DRIVE, SUITE 100, PLEASANTON, CA, 94588

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

- **Plan Number:** 501

- **Total Participants:** 30,998

- **Total Assets:** $58.1M

## 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|30,998|$58.1M|$127.1M|$0|

| 2023|31,922|$52.8M|$124.4M|$0|

| 2022|32,204|$46.0M|$116.5M|$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|

| LABORERS FUND ADMINISTRATION|Other Service Provider|$1,469,953|—|$1,469,953|

| FINAL OPTION CORP|Other Service Provider|$25,113|—|$25,113|

| WITHUMSMITH+BROWN, PC|Auditor|$19,677|—|$19,677|

| BULLIVANT HOUSER BAILEY PC|Other Service Provider|$10,800|—|$10,800|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$10,800|—|$10,800|

### 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:** $1,536,343

- **Estimated Expense Ratio:** 2.646% 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|$35,484,970|—|$1,469,953|$19,677|—|

| 2023|$35,895,798|—|$1,586,376|$17,382|—|

| 2022|$36,833,874|—|$1,503,240|—|$38,165|

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- [Board Of Trustees,Construction Laborers Vacation Trust For Southern Ca](https://planprovider.pro/companies/board-of-trustees-construction-laborers-vacation-trust-for-southern-ca-956135795-501) — 24,820 participants

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-laborers-vacation-holiday-trust-fund-for-nor-cal-946092198-501)

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