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: DC
- Total Participants: 1,341
- Total Assets: $198.5M
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 | 1,341 | $198.5M | $0 | $0 |
| 2023 | 1,323 | $184.2M | $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 | $38,321 | — | $38,321 |
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: $38,321
- Estimated Expense Ratio: 0.019% 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 | $1,554,305 | $1,032,200 | $23,926 | $38,321 | — |
| 2023 | $1,385,210 | $932,792 | $24,637 | — | $162,441 |