# Board Of Trustees Of Solano-Napa Counties Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-solano-napa-counties-946085742-502

> Board Of Trustees Of Solano-Napa Counties's Health & Welfare plan: 1,280 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 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.](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:** $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|

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