Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northern California Tile Industry
- Sponsor EIN: 800560254
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 466
- Total Assets: $418,012
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 | 466 | $418,012 | $1.4M | $0 |
| 2023 | 513 | $413,099 | $1.4M | $0 |
| 2022 | 573 | $444,646 | $1.4M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $15,600 | — | $15,600 |
| BENESYS ADMINISTRATOR INC | Other Service Provider | $15,544 | — | $15,544 |
| KRAW LAW GROUP | Other Service Provider | $7,173 | — | $7,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $38,317
- Estimated Expense Ratio: 9.166% 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 | $40,684 | — | $15,544 | $15,600 | — |
| 2023 | $40,001 | — | $14,804 | $15,000 | — |
| 2022 | $33,361 | — | $13,917 | — | $14,562 |