# Board Of Trustees Of Supplemental Income Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-supplemental-income-trust-fund-plan

> Board Of Trustees Of Supplemental Income Trust Fund's DC plan: 34,085 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 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](https://planprovider.pro/provider/john-hancock) — NONE

- [BEESON, TAYER & BODINE](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [ALAN D. BILLER & ASSOCIATES, IN](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-supplemental-income-trust-fund-plan)

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