Plan Snapshot
- Plan Sponsor: Board Of Trustees, Sign Pictorial & Display Industry
- Sponsor EIN: 946087594
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 394
- Total Assets: $19.2M
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 | 394 | $19.2M | $7.0M | $403,202 |
| 2023 | 429 | $20.1M | $8.1M | $415,372 |
| 2022 | 386 | $17.2M | $6.5M | $497,043 |
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 INC | Other Service Provider | $317,871 | — | $317,871 |
| RAEL & LETSON | Other Service Provider | $79,800 | — | $79,800 |
| KRAW LAW GROUP | Other Service Provider | $53,904 | — | $53,904 |
| CALIFORNIA PHYSICIANS SERVICE | Other Service Provider | $51,297 | — | $51,297 |
| EIDE BAILLY LLP | Auditor | $42,617 | — | $42,617 |
| VERUS | Other Service Provider | $30,684 | — | $30,684 |
| US BANK | Recordkeeper | $28,763 | — | $28,763 |
| MILLER KAPLAN ARASE LLP | Auditor | $27,300 | — | $27,300 |
| LITTLER MENDELSON, PC | Other Service Provider | $12,000 | — | $12,000 |
| NWPS | Recordkeeper | $11,750 | — | $11,750 |
| ALSWEET ASSOCIATES | Other Service Provider | $5,911 | — | $5,911 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- US BANK — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $661,897
- Estimated Expense Ratio: 3.440% 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 | $759,365 | $30,684 | $317,871 | $21,000 | — |
| 2023 | $764,182 | $30,122 | $303,103 | $26,000 | — |
| 2022 | $713,960 | $31,710 | $285,727 | — | $242,876 |