Plan Snapshot
- Plan Sponsor: Board Of Trustees, Pipe Trades District Council No 36
- Sponsor EIN: 946082956
- Sponsor Address: 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502
- Plan Type: DB
- Total Participants: 1,113
- Total Assets: $389.5M
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 | 1,113 | $389.5M | $26.7M | $0 |
| 2023 | 1,082 | $345.5M | $24.4M | $0 |
| 2022 | 1,061 | $306.4M | $23.1M | $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 | $46,000 | — | $46,000 |
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: $46,000
- Estimated Expense Ratio: 0.012% 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 | $1,646,675 | $964,115 | $54,351 | $46,000 | — |
| 2023 | $1,759,080 | $994,574 | $55,055 | $46,000 | — |
| 2022 | $1,294,195 | $643,021 | $82,435 | — | $316,154 |