# Bot Of Iuoe Stationary Engineers Local 39 Pension Plan DB Plan
Source: https://planprovider.pro/companies/bot-of-iuoe-stationary-engineers-local-39-pension-plan-plan

> Bot Of Iuoe Stationary Engineers Local 39 Pension Plan's DB plan: 4,997 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GRAYSTONE CONSULTING/MORGAN STANLEY|NONE|$2,032,003|—|$2,032,003|

| FOUNDRY PARTNERS LLC|NONE|$1,340,995|—|$1,340,995|

| NEWTOWER TRUST COMPANY|NONE|$765,974|—|$765,974|

| POLEN CAPITAL MANAGEMENT LLC|NONE|$749,044|—|$749,044|

| ARISTOTLE CAPITAL MANAGEMENT, LLC|NONE|$493,645|—|$493,645|

| HEALTH SERVICES & BENEFIT ADMINISTR|NONE|$464,000|—|$464,000|

| WASHINGTON CAPITAL MANAGEMENT INC.|NONE|$388,363|—|$388,363|

| MACKAY SHIELDS LLC|NONE|$2,022|$322,581|$324,603|

| WITHUMSMITH+BROWN, PC|NONE|$322,995|—|$322,995|

| WEINBERG, ROGER & ROSENFELD|NONE|$315,658|—|$315,658|

| CAMBIAR INVESTORS LLC|NONE|$305,762|—|$305,762|

| BENESYS|NONE|$252,316|—|$252,316|

| APOGEM CAPITAL, LLC|NONE|$251,159|—|$251,159|

| FIERA CAPITAL, INC.|NONE|$228,893|—|$228,893|

| THE NORTHERN TRUST COMPANY|NONE|$186,783|—|$186,783|

| CHEIRON, INC.|NONE|$166,104|—|$166,104|

| MCMORGAN & COMPANY, LLC|NONE|$163,412|—|$163,412|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$34,739|$34,739|

| GOLDMAN SACHS & CO.|NONE|$17,025|—|$17,025|

| FREMONT BANK|NONE|$15,293|—|$15,293|

### Verified Provider Profiles

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

- [GRAYSTONE CONSULTING/MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [MACKAY SHIELDS LLC](https://planprovider.pro/provider/john-hancock) — NONE

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

- [GOLDMAN SACHS & CO.](https://planprovider.pro/provider/goldman-sachs) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,818,766

- **Estimated Expense Ratio:** 0.450% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bot-of-iuoe-stationary-engineers-local-39-pension-plan-plan)

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