Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northern California Plastering Industry Pen
- Sponsor EIN: 946129382
- Sponsor Address: 4160 DUBLIN BOULEVARD, SUITE 400, DUBLIN, CA, 945687756
- Plan Type: DB
- Total Participants: 573
- Total Assets: $172.0M
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 | 573 | $172.0M | $9.7M | $0 |
| 2023 | 555 | $157.5M | $9.8M | $0 |
| 2022 | 625 | $141.6M | $10.6M | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS | NONE | $375,090 | — | $375,090 |
| HEALTH SERVICES & BENEFIT ADMIN. | NONE | $232,018 | — | $232,018 |
| WITHUMSMITH+BROWN, PC | NONE | $118,063 | — | $118,063 |
| VENUTI & ASSOCIATES | NONE | $66,250 | — | $66,250 |
| JP MORGAN INVESTMENT MANAGEMENT INC | NONE | $42,755 | — | $42,755 |
| KRAW LAW GROUP | NONE | $36,341 | — | $36,341 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | NONE | $15,170 | — | $15,170 |
| US BANK | NONE | $15,009 | — | $15,009 |
| SEGAL SELECT INSURANCE | NONE | — | $6,076 | $6,076 |
| RUSSELL INVESTMENTS - BLACKROCK INS | NONE | $5,855 | — | $5,855 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — NONE
- VENUTI & ASSOCIATES — NONE
- JP MORGAN INVESTMENT MANAGEMENT INC — NONE
- US BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $912,627
- Estimated Expense Ratio: 0.531% 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 | $1,033,039 | $432,117 | $203,580 | $43,243 | — |
| 2023 | $1,057,529 | $469,363 | $192,060 | $46,570 | — |
| 2022 | $1,049,431 | $493,757 | $176,200 | — | $215,272 |