Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Local No. 447 Vacation
- Sponsor EIN: 941342110
- Sponsor Address: PO BOX 191030, SACRAMENTO, CA, 95819
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,096
- Total Assets: $1.3M
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 | 1,096 | $1.3M | $6.9M | $0 |
| 2023 | 898 | $1.0M | $6.0M | $0 |
| 2022 | 893 | $956,496 | $6.0M | $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 | $11,000 | — | $11,000 |
| ISLIP AND COMPANY | Other Service Provider | $8,098 | — | $8,098 |
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: $19,098
- Estimated Expense Ratio: 1.520% 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 | $74,194 | $75 | $48,736 | $11,000 | — |
| 2023 | $72,902 | — | $49,813 | $10,500 | — |
| 2022 | $65,784 | — | $41,086 | — | $19,197 |