Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Local 467 Pension Trust
- Sponsor EIN: 776007903
- Sponsor Address: 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119
- Plan Type: DC
- Total Participants: 849
- Total Assets: $158.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 849 | $158.2M | $4.6M | $5.6M |
| 2023 | 840 | $136.6M | $4.8M | $5.6M |
| 2022 | 948 | $113.8M | $4.5M | $4.9M |
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 | $14,340 | — | $14,340 |
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: $14,340
- Estimated Expense Ratio: 0.009% 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 | $288,259 | $141,238 | $37,866 | $14,340 | — |
| 2023 | $366,668 | $139,772 | $11,710 | $19,000 | — |
| 2022 | $391,729 | $180,052 | $6,864 | — | $30,797 |