# Board Of Trustees, Redwood Empire Electrical Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-redwood-empire-electrical-workers-237071451-501

> Board Of Trustees, Redwood Empire Electrical Workers's Health & Welfare plan: 442 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Redwood Empire Electrical Workers

- **Sponsor EIN:** 237071451

- **Sponsor Address:** 2525 CLEVELAND AVE STE C, SANTA ROSA, CA, 95403

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 442

- **Total Assets:** $12.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|442|$12.7M|$11.1M|$644,455|

| 2023|435|$12.9M|$10.2M|$627,371|

| 2022|429|$12.2M|$9.8M|$736,776|

## 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|

| EMPLOYEE #1|Other Service Provider|$94,575|—|$94,575|

| EMPLOYEE #2|Other Service Provider|$77,399|—|$77,399|

| RAEL & LETSON|Other Service Provider|$49,400|—|$49,400|

| MILLER KAPLAN ARASE LLP|Auditor|$24,950|—|$24,950|

| NAVIA BENEFIT SOLUTIONS|Other Service Provider|$24,850|—|$24,850|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$20,468|—|$20,468|

| COMPLIANCE AUDIT SERVICES|Other Service Provider|$19,298|—|$19,298|

| IBEW LOCAL 551|Other Service Provider|$14,580|—|$14,580|

| SALTZMAN & JOHNSON|Other Service Provider|$10,914|—|$10,914|

| INTERCONTINENTAL REAL ESTATE CORP|Other Service Provider|—|$10,419|$10,419|

| VINTAGE COMMUNICATIONS|Other Service Provider|$5,766|—|$5,766|

| DODGE & COX|Other Service Provider|$5,400|—|$5,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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:** $358,019

- **Estimated Expense Ratio:** 2.830% 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|$418,104|$17,069|—|$24,950|—|

| 2023|$403,217|$20,867|$28,835|$24,600|—|

| 2022|$440,687|$45,433|—|—|$127,767|

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