Plan Snapshot
- Plan Sponsor: Board Of Trustees, Utah Pipe Trades Pension
- Sponsor EIN: 516077569
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: DB
- Total Participants: 1,181
- Total Assets: $263.3M
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 | 1,181 | $263.3M | $6.8M | $0 |
| 2023 | 1,186 | $244.7M | $6.1M | $0 |
| 2022 | 1,097 | $214.3M | $6.1M | $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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | Other Service Provider | $250,391 | — | $250,391 |
| DANA INVESTMENT ADVISORS | Other Service Provider | $247,836 | — | $247,836 |
| SYSTEMATIC FINANCIAL MANAGEMENT, LP | Other Service Provider | $244,889 | — | $244,889 |
| DELAWARE CAPITAL MANAGEMENT | Other Service Provider | $203,030 | — | $203,030 |
| ALTA CAPITAL MANAGEMENT | Other Service Provider | $181,062 | — | $181,062 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $151,148 | — | $151,148 |
| BENESYS ADMINISTRATORS | Other Service Provider | $110,095 | — | $110,095 |
| MILLIMAN | Recordkeeper | $70,511 | — | $70,511 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | ERISA Attorney | $60,140 | — | $60,140 |
| DELAWARE INTERNATIONAL | Other Service Provider | $56,654 | — | $56,654 |
| MILLER KAPLAN ARASE LLP | Auditor | $45,013 | — | $45,013 |
| US BANK | Recordkeeper | $14,523 | — | $14,523 |
| SMART SOURCE LLC | Other Service Provider | $10,646 | — | $10,646 |
| SEGAL SELECT INS. SERVICES | Other Service Provider | — | $6,983 | $6,983 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- MONDRESS MONACO PARR LOCKWOOD PLLC — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,652,921
- Estimated Expense Ratio: 0.628% 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 | $1,829,341 | $1,335,010 | $110,095 | $26,000 | — |
| 2023 | $1,681,791 | $1,259,999 | $107,912 | $24,500 | — |
| 2022 | $1,611,607 | $1,207,813 | $102,816 | — | $152,481 |