# Board Of Trustees Of U.A. Local 38 Trust Funds DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-u-a-local-38-trust-funds-plan-001

> Board Of Trustees Of U.A. Local 38 Trust Funds's DB plan: 1,419 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 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](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:** $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|

## Similar Plans

- [Board Of Trustees Of U.A. Local 343 Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-u-a-local-343-pension-trust-fund-plan) — 1,430 participants

- [Board Of Trustees Of U.A. Local 38 Trust Funds](https://planprovider.pro/companies/board-of-trustees-of-u-a-local-38-trust-funds-plan-002) — 1,341 participants

- [Acco Engineered Systems, INC.](https://planprovider.pro/companies/acco-engineered-systems-inc-401k-plan) — 1,552 participants

- [Acco Engineered Systems, INC.](https://planprovider.pro/companies/acco-engineered-systems-inc-plan) — 1,265 participants

- [Champions Group](https://planprovider.pro/companies/service-champions-inc-401k-plan) — 1,629 participants

- [Board Of Trustees, Utah Pipe Trades Pension](https://planprovider.pro/companies/board-of-trustees-utah-pipe-trades-pension-plan) — 1,181 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-u-a-local-38-trust-funds-plan-001)

© 2026 PlanProvider.Pro