# Board Of Trustees Of Solano-Napa Counties Electrical Workers Health Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-solano-napa-counties-electrical-workers-health-946085742-501

> Board Of Trustees Of Solano-Napa Counties Electrical Workers Health's Health & Welfare plan: 318 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Solano-Napa Counties Electrical Workers Health

- **Sponsor EIN:** 946085742

- **Sponsor Address:** 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 94566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 318

- **Total Assets:** $8.9M

## 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|318|$8.9M|$8.3M|$484,378|

| 2023|340|$9.2M|$8.6M|$516,977|

| 2022|302|$7.4M|$6.7M|$565,937|

## 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|$209,348|—|$209,348|

| WITHUMSMITH+BROWN, PC|Auditor|$122,537|—|$122,537|

| NWPS|Recordkeeper|$90,671|—|$90,671|

| MCFADDEN & ASSOCIATES INSURANCE SVC|Other Service Provider|$40,116|—|$40,116|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$39,467|—|$39,467|

| US BANK|Recordkeeper|$28,946|—|$28,946|

| SMART SOURCE LLC|Other Service Provider|$14,354|—|$14,354|

| VERUS ADVISORY, INC.|Other Service Provider|$10,000|—|$10,000|

### 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

- [NWPS](https://planprovider.pro/provider/nwps) — Recordkeeper

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $555,439

- **Estimated Expense Ratio:** 6.228% 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|$591,052|$10,000|$204,504|$34,221|—|

| 2023|$505,062|$10,000|$203,503|$12,114|—|

| 2022|$519,483|$37,415|$189,549|—|$225,631|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-solano-napa-counties-electrical-workers-health-946085742-501)

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