# Board Of Trustees, Northern California Tile Industry Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-northern-california-tile-industry-946173454-501

> Board Of Trustees, Northern California Tile Industry's Health & Welfare plan: 466 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Northern California Tile Industry

- **Sponsor EIN:** 946173454

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 466

- **Total Assets:** $20.9M

## 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|$20.9M|$8.8M|$344,069|

| 2023|466|$22.2M|$8.6M|$317,229|

| 2022|573|$23.3M|$9.6M|$353,956|

## 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|

| BENESYS ADMINISTRATORS INC.|Other Service Provider|$187,347|—|$187,347|

| RAEL & LETSON|Other Service Provider|$109,808|—|$109,808|

| EIDE BAILLY LLP|Auditor|$82,282|—|$82,282|

| MILLER KAPLAN ARASE LLP|Auditor|$48,600|—|$48,600|

| KRAW LAW GROUP|Other Service Provider|$37,719|—|$37,719|

| POST ADVISORY GROUP|Other Service Provider|$37,057|—|$37,057|

| UNION BANK|Other Service Provider|$32,721|—|$32,721|

| SEGALL, BRYANT & HAMILL|Other Service Provider|$16,195|—|$16,195|

| NEYHART ANDERSON FLYN & GROSBOLL|Other Service Provider|$16,056|—|$16,056|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$12,500|—|$12,500|

| TRUSTEE #1|Other Service Provider|$12,000|—|$12,000|

| TRUSTEE #2|Other Service Provider|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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:** $604,285

- **Estimated Expense Ratio:** 2.896% 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|$782,619|$65,349|$187,347|$48,600|—|

| 2023|$701,558|$65,255|$178,426|$39,000|—|

| 2022|$670,654|$64,482|$168,466|—|$181,947|

## Similar Plans

- [Board Of Trustees, Northern California Tile Industry](https://planprovider.pro/companies/board-of-trustees-northern-california-tile-industry-plan-001) — 1,134 participants

- [Board Of Trustees, The Tile Industry Health &](https://planprovider.pro/companies/board-of-trustees-the-tile-industry-health-951734798-501) — 629 participants

- [Homesite Services, INC.](https://planprovider.pro/companies/homesite-services-inc-plan-001) — 404 participants

- [National Services Group, INC.](https://planprovider.pro/companies/national-services-group-inc-911873106-501) — 361 participants

- [Monschein Industries](https://planprovider.pro/companies/monschein-industries-770243487-501) — 228 participants

- [E. Turman & Co. INC](https://planprovider.pro/companies/e-turman-co-inc-942222180-501) — 187 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-northern-california-tile-industry-946173454-501)

© 2026 PlanProvider.Pro