Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Supplemental Income Trust Fund
- Sponsor EIN: 942554388
- Sponsor Address: 420 VIRGINIA ST, SUITE 2-A, VALLEJO, CA, 945906018
- Plan Type: DC
- Total Participants: 34,085
- Total Assets: $1.9B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 34,085 | $1.9B | $36.4M | $98.7M |
| 2023 | 32,778 | $1.7B | $35.6M | $87.0M |
| 2022 | 30,285 | $1.4B | $36.3M | $81.3M |
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 |
|---|---|---|---|---|
| MON ROC ADMINISTRATORS, LLC | NONE | $2,793,642 | — | $2,793,642 |
| JOHN HANCOCK RETIREMENT PL SERVICES | NONE | $2,605,667 | — | $2,605,667 |
| BEESON, TAYER & BODINE | NONE | $510,929 | — | $510,929 |
| WITHUMSMITH+BROWN, PC | NONE | $456,030 | — | $456,030 |
| ALAN D. BILLER & ASSOCIATES, IN | NONE | $87,218 | — | $87,218 |
| STEPHEN HORN INSURANCE SERVICES | NONE | — | $60,628 | $60,628 |
| MERCER INVESTMENTS LLC | NONE | $60,000 | — | $60,000 |
| IRON MOUNTAIN | NONE | $11,862 | — | $11,862 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PL SERVICES — NONE
- BEESON, TAYER & BODINE — NONE
- WITHUMSMITH+BROWN, PC — NONE
- ALAN D. BILLER & ASSOCIATES, IN — NONE
- STEPHEN HORN INSURANCE SERVICES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,585,976
- Estimated Expense Ratio: 0.353% 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 | $6,929,647 | $87,218 | $2,793,642 | $44,743 | — |
| 2023 | $6,764,424 | $69,016 | $2,196,307 | $46,117 | — |
| 2022 | $6,026,308 | $51,750 | $4,568,142 | — | $889,750 |