Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Solano-Napa Counties
- Sponsor EIN: 946085742
- Sponsor Address: 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,280
- Total Assets: $12.1M
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 | 1,280 | $12.1M | $811,339 | $0 |
| 2023 | 1,185 | $11.3M | $829,671 | $0 |
| 2022 | 1,151 | $10.6M | $762,153 | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $58,776 | — | $58,776 |
| WITHUMSMITH+BROWN, P.C. | Auditor | $36,041 | — | $36,041 |
| VERUS ADVISORY, INC. | Other Service Provider | $10,000 | — | $10,000 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $5,151 | — | $5,151 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,968
- Estimated Expense Ratio: 0.910% 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 | $123,263 | $10,833 | $58,320 | $18,553 | — |
| 2023 | $119,398 | $10,000 | $56,844 | $24,315 | — |
| 2022 | $112,166 | $11,351 | $55,188 | — | $39,784 |