Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Pacific Coast Shipyards Pension Fund
- Sponsor EIN: 946128040
- Sponsor Address: 7180 KOLL CENTER PARKWAY STE 200, PLEASANTON, CA, 94566
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $47.2M
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 | 0 | $47.2M | $0 | $0 |
| 2023 | 0 | $30.1M | $0 | $0 |
| 2022 | 0 | $32.1M | $0 | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $102,396 | — | $102,396 |
| THE SEGAL COMPANY | Recordkeeper | $78,094 | — | $78,094 |
| DOBBS GROUP/GRAYSTONE/MORGAN STANLE | Other Service Provider | $43,766 | — | $43,766 |
| LAW OFFICES OF CARROLL AND SCULLY | Recordkeeper | $30,800 | — | $30,800 |
| WITHUMSMITH+BROWN, PC | Auditor | $29,814 | — | $29,814 |
| US BANK | Recordkeeper | $12,679 | — | $12,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- LAW OFFICES OF CARROLL AND SCULLY — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $297,549
- Estimated Expense Ratio: 0.630% 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 | $358,248 | $43,766 | $98,448 | $29,814 | — |
| 2023 | $418,923 | $50,276 | $97,810 | $28,651 | — |
| 2022 | $396,148 | $34,789 | $95,368 | — | $203,704 |