Plan Snapshot
- Plan Sponsor: Board Of Trustees, Redwood Empire Electrical Workers Individually All
- Sponsor EIN: 946186900
- Sponsor Address: 2525 CLEVELAND AVENUE, SANTA ROSA, CA, 95403
- Plan Type: DC
- Total Participants: 868
- Total Assets: $283.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 868 | $283.4M | $10.1M | $0 |
| 2023 | 874 | $251.6M | $9.6M | $0 |
| 2022 | 883 | $215.3M | $8.9M | $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 | $19,400 | — | $19,400 |
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: $19,400
- Estimated Expense Ratio: 0.007% 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 | $325,382 | $135,840 | — | $19,400 | — |
| 2023 | $307,361 | $49,224 | $77,453 | $19,400 | — |
| 2022 | $316,288 | $52,144 | $77,735 | — | $87,007 |