Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan
- Sponsor EIN: 942859426
- Sponsor Address: 4160 DUBLIN BOULEVARD, SUITE 100, DUBLIN, CA, 945687756
- Plan Type: DC
- Total Participants: 814
- Total Assets: $75.7M
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 | 814 | $75.7M | $1.1M | $680,536 |
| 2023 | 813 | $76.9M | $1.3M | $716,560 |
| 2022 | 815 | $71.1M | $1.2M | $714,292 |
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 | $34,291 | — | $34,291 |
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: $34,291
- Estimated Expense Ratio: 0.045% 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 | $215,408 | $28,001 | $41,305 | $34,291 | — |
| 2023 | $143,827 | $25,000 | $28,092 | $34,423 | — |
| 2022 | $181,239 | $25,000 | $28,092 | — | $99,794 |