# Board Of Trustees Of Labor Alliance Savings Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-labor-alliance-savings-trust-fund-943217574-001

> Board Of Trustees Of Labor Alliance Savings Trust Fund's DC plan: 285 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 Labor Alliance Savings Trust Fund

- **Sponsor EIN:** 943217574

- **Sponsor Address:** 1181 QUARRY LANE, SUITE 400, PLEASANTON, CA, 945664700

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 285

- **Total Assets:** $10.3M

## 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|285|$10.3M|$1.4M|$0|

| 2023|233|$9.4M|$1.0M|$0|

| 2022|202|$8.3M|$800,295|$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|

| DMC INSURANCE ADMINISTRATORS|Other Service Provider|$63,658|—|$63,658|

| NORTHWEST PLAN SERVICES|Recordkeeper|$47,325|—|$47,325|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$37,787|—|$37,787|

| WITHUM SMITH+BROWN, PC|Auditor|$24,073|—|$24,073|

| PRESTIGE PRINTING|Other Service Provider|$17,117|—|$17,117|

| MAMMINI COMPANY, INC.|Other Service Provider|$14,872|—|$14,872|

| MATRIX TRUST COMPANY|Recordkeeper|$8,327|—|$8,327|

### Verified Provider Profiles

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

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — Recordkeeper

- [WITHUM SMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $213,159

- **Estimated Expense Ratio:** 2.067% 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|$221,946|$14,872|$52,144|$14,040|—|

| 2023|$193,332|$13,612|$45,789|$13,432|—|

| 2022|$187,024|$9,379|$42,910|—|$97,681|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-labor-alliance-savings-trust-fund-943217574-001)

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