# Board Of Trustees Western States Insulators And Allied Workers Indiv DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-western-states-insulators-and-allied-workers-indiv-plan

> Board Of Trustees Western States Insulators And Allied Workers Indiv's DC plan: 7,048 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Western States Insulators And Allied Workers Indiv

- **Sponsor EIN:** 510155190

- **Sponsor Address:** 7180 KOLL CENTER PARKWAY, #200, PLEASANTON, CA, 945663184

- **Plan Type:** DC

- **Total Participants:** 7,048

- **Total Assets:** $486.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,048|$486.9M|$27.2M|$0|

| 2023|6,552|$443.2M|$26.3M|$0|

| 2022|6,468|$383.7M|$23.8M|$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|

| BENESYS ADMINISTRATORS|NONE|$430,364|—|$430,364|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$201,992|—|$201,992|

| WITHUMSMITH+BROWN, PC|NONE|$93,898|—|$93,898|

| KRAW LAW GROUP, APC|NONE|$79,428|—|$79,428|

| MEKETA INVESTMENT GROUP, INC.|NONE|$50,206|—|$50,206|

| SMART SOURCE LLC|NONE|$24,289|—|$24,289|

| COMPLIANCE VERIFICATION|NONE|$24,263|—|$24,263|

| IRON MOUNTAIN|NONE|$18,811|—|$18,811|

| STEPHEN HORN INSURANCE SERVICES|NONE|—|$5,308|$5,308|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $928,559

- **Estimated Expense Ratio:** 0.191% 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|$972,850|$50,206|$387,549|$100,020|—|

| 2023|$862,981|$74,321|$355,722|$31,718|—|

| 2022|$1,089,391|$74,092|$340,241|—|$257,052|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-western-states-insulators-and-allied-workers-indiv-plan)

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