Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.A. Local 38 Trust Funds
- Sponsor EIN: 941285319
- Sponsor Address: 1621 MARKET STREET SUITE 400, SAN FRANCISCO, CA, 941031217
- Plan Type: DB
- Total Participants: 1,419
- Total Assets: $512.0M
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 | 1,419 | $512.0M | $0 | $0 |
| 2023 | 1,438 | $461.3M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN,PC | Auditor | $73,656 | — | $73,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,656
- Estimated Expense Ratio: 0.014% 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 | $3,873,396 | $2,258,232 | $72,109 | $73,656 | — |
| 2023 | $3,403,428 | $2,011,165 | $80,060 | — | $495,690 |