Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.A. Local 343 Pension Trust Fund
- Sponsor EIN: 946092775
- Sponsor Address: 220 PEABODY ROAD, VACAVILLE, CA, 956874733
- Plan Type: DC
- Total Participants: 1,430
- Total Assets: $68.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,430 | $68.6M | $1.8M | $1.0M |
| 2023 | 1,489 | $61.4M | $2.1M | $898,657 |
| 2022 | 1,547 | $53.2M | $2.0M | $940,783 |
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 |
|---|---|---|---|---|
| U.A. LOCAL 343 JOINT SERVICES | Other Service Provider | $139,212 | — | $139,212 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $84,198 | — | $84,198 |
| KRAW LAW GROUP, APC | Other Service Provider | $66,548 | — | $66,548 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $46,794 | — | $46,794 |
| VERUS ADVISORY, INC | Other Service Provider | $27,500 | — | $27,500 |
| MATRIX TRUST COMPANY | Recordkeeper | $18,865 | — | $18,865 |
| US BANK | Recordkeeper | $6,122 | — | $6,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $389,239
- Estimated Expense Ratio: 0.568% 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 | $416,251 | $25,208 | $142,011 | $29,628 | — |
| 2023 | $477,839 | $19,553 | $139,212 | $25,008 | — |
| 2022 | $307,153 | $19,454 | $77,256 | — | $189,362 |