# Board Of Trustees Of Stationary Engineers Local 39 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-stationary-engineers-local-39-946171641-501

> Board Of Trustees Of Stationary Engineers Local 39's 401(k) plan: 3,641 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 Stationary Engineers Local 39

- **Sponsor EIN:** 946171641

- **Sponsor Address:** 4160 DUBLIN BOULEVARD, SUITE 400, DUBLIN, CA, 94568

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

- **Plan Number:** 501

- **Total Participants:** 3,641

- **Total Assets:** $218.8M

## 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|3,641|$218.8M|$114.7M|$849,542|

| 2023|3,650|$196.2M|$106.2M|$886,335|

| 2022|3,542|$173.7M|$99.6M|$1.0M|

## 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|

| HEALTH SERVICES & BENEFIT ADMINISTR|Other Service Provider|$596,908|—|$596,908|

| THE SEGAL COMPANY, INC.|Recordkeeper|$130,873|$271,056|$401,929|

| GRAYSTONE CONSULTING/MORGAN STANLEY|Other Service Provider|$316,129|—|$316,129|

| BENESYS|Other Service Provider|$309,327|$738|$310,065|

| ANTHEM BLUE CROSS|Other Service Provider|$284,442|—|$284,442|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$261,606|—|$261,606|

| WITHUMSMITH+BROWN, PC|Auditor|$203,826|—|$203,826|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$138,440|—|$138,440|

| OPTUMRX, INC|Other Service Provider|$10,457|$5,878|$16,335|

| EYEMED|Other Service Provider|$16,221|—|$16,221|

| ROAD RUNNER PRINTMAIL, INC.|Other Service Provider|$14,594|—|$14,594|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$13,896|$13,896|

| FREMONT BANK|Other Service Provider|$12,706|—|$12,706|

| TEAM ST INC|Other Service Provider|$8,826|—|$8,826|

| SMART SOURCE LLC|Other Service Provider|$5,474|—|$5,474|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [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:** $2,601,397

- **Estimated Expense Ratio:** 1.189% 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|$2,503,503|$381,970|$1,175,891|$37,937|—|

| 2023|$2,378,971|$316,129|$1,185,505|$36,500|—|

| 2022|$2,009,337|$73,558|$871,610|—|$405,862|

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