# Board Of Trustees, Sacramento Area Electrical Workers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sacramento-area-electrical-workers-942773477-501

> Board Of Trustees, Sacramento Area Electrical Workers's Health & Welfare plan: 1,532 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Sacramento Area Electrical Workers

- **Sponsor EIN:** 942773477

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,532

- **Total Assets:** $70.0M

## 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|1,532|$70.0M|$31.2M|$46,479|

| 2023|1,415|$61.4M|$27.1M|$40,389|

| 2022|1,224|$53.8M|$22.4M|$29,402|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$250,237|—|$250,237|

| GARCIA HAMILTON & ASSOCIATES, LP|Other Service Provider|$73,042|—|$73,042|

| IBEW LOCAL 340|Other Service Provider|$67,295|—|$67,295|

| NWPS|Recordkeeper|$66,300|—|$66,300|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$56,383|—|$56,383|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$46,303|—|$46,303|

| MILLER KAPLAN ARASE LLP|Auditor|$28,500|—|$28,500|

| MATRIX TRUST COMPANY|Recordkeeper|$11,958|—|$11,958|

### Verified Provider Profiles

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

- [NWPS](https://planprovider.pro/provider/nwps) — Recordkeeper

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $600,018

- **Estimated Expense Ratio:** 0.857% 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|$861,852|$131,304|$250,237|$28,500|—|

| 2023|$795,273|$132,729|$203,228|$24,671|—|

| 2022|$776,619|$127,266|$395,301|—|$150,626|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sacramento-area-electrical-workers-942773477-501)

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