# Board Of Trustees, Northern California Plastering Industry Pen DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-northern-california-plastering-industry-pen-plan

> Board Of Trustees, Northern California Plastering Industry Pen's DB plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [VENUTI & ASSOCIATES](https://planprovider.pro/provider/nwps) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

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

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

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