Plan Snapshot
- Plan Sponsor: Bot Of Iuoe Stationary Engineers Local 39 Pension Plan
- Sponsor EIN: 946118939
- Sponsor Address: 4160 DUBLIN BOULEVARD, SUITE 100, DUBLIN, CA, 94568
- Plan Type: DB
- Total Participants: 4,997
- Total Assets: $2.0B
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 | 4,997 | $2.0B | $127.2M | $0 |
| 2023 | 5,166 | $1.8B | $117.0M | $0 |
| 2022 | 5,142 | $1.6B | $104.7M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $69,757 | — | $69,757 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,757
- Estimated Expense Ratio: 0.004% 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 | $9,165,941 | $6,993,568 | $716,316 | $69,757 | — |
| 2023 | $8,749,551 | $6,598,203 | $756,948 | $47,300 | — |
| 2022 | $11,182,140 | $7,310,608 | $744,150 | — | $888,974 |