Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pipe Trades District Council 36
- Sponsor EIN: 946082956
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502
- Plan Type: DC
- Total Participants: 1,155
- Total Assets: $152.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,155 | $152.3M | $10.7M | $0 |
| 2023 | 1,093 | $134.5M | $10.4M | $0 |
| 2022 | 1,079 | $111.5M | $9.2M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.016% 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 | $414,988 | $50,823 | $57,366 | $25,000 | — |
| 2023 | $455,478 | $53,874 | $60,397 | $25,000 | — |
| 2022 | $433,000 | $67,136 | $22,535 | — | $312,710 |