# Board Of Trustees Of California Machinists 401k Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-california-machinists-401k-plan-plan

> Board Of Trustees Of California Machinists 401k Plan's 401(k) plan: 1,848 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of California Machinists 401k Plan

- **Sponsor EIN:** 943250849

- **Sponsor Address:** 160 WEST SANTA CLARA STREET, SAN JOSE, CA, 951131734

- **Plan Type:** 401(k)

- **Total Participants:** 1,848

- **Total Assets:** $147.6M

## 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|1,848|$147.6M|$0|$0|

| 2023|1,340|$116.3M|$0|$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|

| WITHUMSMITH+BROWN, PC|Auditor|$19,100|—|$19,100|

### 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) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,100

- **Estimated Expense Ratio:** 0.013% 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|$439,868|$56,621|$115,648|$19,100|—|

| 2023|$432,047|$48,115|$133,203|—|$180,819|

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