Plan Snapshot
- Plan Sponsor: Board Of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef
- Sponsor EIN: 946273369
- Sponsor Address: 4160 DUBLIN BOULEVARD, SUITE 400, DUBLIN, CA, 945687756
- Plan Type: DC
- Total Participants: 645
- Total Assets: $76.6M
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 | 645 | $76.6M | $3.4M | $0 |
| 2023 | 677 | $70.4M | $3.1M | $0 |
| 2022 | 665 | $65.0M | $3.3M | $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 | $28,921 | — | $28,921 |
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: $28,921
- Estimated Expense Ratio: 0.038% 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 | $426,667 | $212,128 | $94,248 | $28,921 | — |
| 2023 | $364,392 | $147,878 | $88,921 | $23,338 | — |
| 2022 | $373,600 | $189,087 | $81,576 | — | $74,930 |