Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northern California Electrical
- Sponsor EIN: 946062674
- Sponsor Address: 720 MARKET ST STE 700, SAN FRANCISCO, CA, 94102
- Plan Type: DB
- Total Participants: 1,499
- Total Assets: $696.6M
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 | 1,499 | $696.6M | $25.4M | $0 |
| 2023 | 1,593 | $657.1M | $24.5M | $0 |
| 2022 | 1,679 | $612.6M | $23.0M | $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 |
|---|---|---|---|---|
| IFM INVESTORS PTY LTD | Other Service Provider | — | $589,141 | $589,141 |
| E.I.S.B., INC. | Other Service Provider | $507,578 | — | $507,578 |
| DODGE & COX | Other Service Provider | $337,731 | — | $337,731 |
| WILLIAM BLAIR INVESTMENT MGMT LLC | Other Service Provider | $280,212 | — | $280,212 |
| NATIONAL REAL ESTATE ADVISORS, INC | Other Service Provider | $236,028 | — | $236,028 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $220,137 | — | $220,137 |
| ALAN BILLER & ASSOCIATES INC | ERISA Attorney | $103,583 | — | $103,583 |
| FOSTER & FOSTER | Other Service Provider | $58,100 | — | $58,100 |
| COMERICA BANK | Other Service Provider | $44,201 | $9,924 | $54,125 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $32,938 | $32,938 |
| DAVID CRUTCHER | ERISA Attorney | $29,578 | — | $29,578 |
| MILLER KAPLAN ARASE LLP | Auditor | $27,300 | — | $27,300 |
| LEONARD CARDER, LLP | Other Service Provider | $11,824 | — | $11,824 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- ALAN BILLER & ASSOCIATES INC — ERISA Attorney
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- DAVID CRUTCHER — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,488,275
- Estimated Expense Ratio: 0.357% 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 | $2,581,407 | $1,511,314 | — | $27,300 | — |
| 2023 | $2,539,767 | $1,620,948 | — | $27,350 | — |
| 2022 | $2,595,135 | $1,764,438 | — | — | $149,433 |