Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Diego Unite - Here Pension Fund
- Sponsor EIN: 956254718
- Sponsor Address: 3737 CAMINO DEL RIO S STE 300, SAN DIEGO, CA, 92108
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $2.9M | $0 |
| 2022 | 1,560 | $42.6M | $2.5M | $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 |
|---|---|---|---|---|
| BENESYS ADMINISTRATORS | NONE | $208,680 | — | $208,680 |
| RAEL & LETSON | NONE | $84,415 | — | $84,415 |
| SEGAL ADVISORS, INC DBA SEGAL MARCO | NONE | $46,220 | — | $46,220 |
| MCCRAKEN, STEMERMAN & HOLSBERRY LLP | NONE | $34,452 | — | $34,452 |
| MUFG UNION BANK N.A. | NONE | $21,983 | — | $21,983 |
| MILLER KAPLAN ARASE LLP | NONE | $17,250 | — | $17,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $413,000
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 |
|---|---|---|---|---|---|
| 2023 | $672,419 | $49,955 | $208,905 | $18,475 | — |
| 2022 | $610,146 | $53,846 | $208,680 | — | $140,325 |