# Board Of Trustees Of Teamsters Managed Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-managed-annuity-plan

> Board Of Trustees Of Teamsters Managed Annuity's DC plan: 159 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 Teamsters Managed Annuity

- **Sponsor EIN:** 943138275

- **Sponsor Address:** P.O. BOX 757, PLEASANTON, CA, 945660075

- **Plan Type:** DC

- **Total Participants:** 159

- **Total Assets:** $5.9M

## 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|159|$5.9M|$858,315|$0|

| 2023|158|$5.7M|$776,810|$0|

| 2022|169|$5.4M|$731,475|$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|

| WITHUMSMITH+BROWN, PC|Auditor|$20,280|—|$20,280|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,280

- **Estimated Expense Ratio:** 0.341% 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|$182,006|$3,218|$38,518|$20,280|—|

| 2023|$164,502|$4,874|$38,117|$18,700|—|

| 2022|$153,030|$5,180|$34,136|—|$102,683|

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