Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun
- Sponsor EIN: 870640888
- Sponsor Address: PO BOX 215, SAN RAMON, CA, 94583
- Plan Type: DB
- Total Participants: 798
- Total Assets: $212.6M
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 | 798 | $212.6M | $0 | $0 |
| 2023 | 880 | $222.8M | $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 |
|---|---|---|---|---|
| HAYNIE AND COMPANY | Auditor | $56,049 | — | $56,049 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,049
- Estimated Expense Ratio: 0.026% 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 | $1,894,139 | $316,915 | $238,152 | $56,049 | — |
| 2023 | $2,009,516 | $410,268 | $220,630 | — | $291,624 |