Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Local 467 Pension Trust
- Sponsor EIN: 942353807
- Sponsor Address: 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119
- Plan Type: DB
- Total Participants: 889
- Total Assets: $859.2M
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 | 889 | $859.2M | $26.2M | $0 |
| 2023 | 899 | $757.4M | $27.1M | $0 |
| 2022 | 872 | $611.1M | $25.5M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $47,740 | — | $47,740 |
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: $47,740
- Estimated Expense Ratio: 0.006% 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 | $2,095,799 | $1,436,972 | $162,155 | $47,740 | — |
| 2023 | $2,024,538 | $1,316,717 | $157,007 | $46,000 | — |
| 2022 | $3,544,920 | $2,939,730 | $137,274 | — | $233,399 |