# Board Of Trustees, Northern California Bakery & 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-northern-california-bakery-946203695-501

> Board Of Trustees, Northern California Bakery &'s 401(k) plan: 1,335 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, Northern California Bakery &

- **Sponsor EIN:** 946203695

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

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

- **Plan Number:** 501

- **Total Participants:** 1,335

- **Total Assets:** $29.7M

## 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|1,335|$29.7M|$23.9M|$621,617|

| 2023|1,212|$26.4M|$23.1M|$663,956|

| 2022|1,269|$24.1M|$21.1M|$695,145|

## 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|

| LABOR FIRST, LLC|Other Service Provider|$1,116,303|—|$1,116,303|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$362,860|—|$362,860|

| ANTHEM BLUE CROSS|Other Service Provider|$336,141|—|$336,141|

| ZELIS CLAIMS INTEGRITY, LLC|Other Service Provider|$270,477|—|$270,477|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$116,962|—|$116,962|

| MILLER KAPLAN ARASE LLP|Auditor|$77,215|—|$77,215|

| HEALTHLINX|Other Service Provider|$63,000|—|$63,000|

| INNOVATIVE COST MANAGEMENT|Other Service Provider|$62,400|—|$62,400|

| TEAMSTERS ALCOHOL REHABILITATION|Other Service Provider|$28,170|—|$28,170|

| ALAN D BILLER & ASSOCIATES INC|ERISA Attorney|$25,000|—|$25,000|

| WEINBERG, ROGER & ROSENFIELD|Other Service Provider|$24,275|—|$24,275|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$23,139|—|$23,139|

| CORPORATE MAIL SERVICES, LLC|Other Service Provider|$10,204|—|$10,204|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [ALAN D BILLER & ASSOCIATES INC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,516,146

- **Estimated Expense Ratio:** 8.466% 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|$1,040,207|$48,139|$362,860|$21,400|—|

| 2023|$894,737|$25,000|$349,988|$21,500|—|

| 2022|$819,347|$25,000|$329,810|—|$356,894|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-northern-california-bakery-946203695-501)

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