Plan Snapshot
- Plan Sponsor: Bot Of Resilient Floor Covering Pension Fund
- Sponsor EIN: 946284071
- Sponsor Address: HSBA, DUBLIN, CA, 945687756
- Plan Type: DB
- Total Participants: 1,220
- Total Assets: $417.6M
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 | 1,220 | $417.6M | $20.0M | $0 |
| 2023 | 1,331 | $411.6M | $20.9M | $0 |
| 2022 | 1,323 | $401.0M | $20.4M | $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 |
|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMINISTR | Other Service Provider | $443,519 | — | $443,519 |
| BNY MELLON | Other Service Provider | $412,617 | — | $412,617 |
| WITHUMSMITH+BROWN, PC | Auditor | $388,997 | — | $388,997 |
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $374,368 | — | $374,368 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $284,873 | — | $284,873 |
| KRAW LAW GROUP | Other Service Provider | $197,007 | — | $197,007 |
| GRAYSTONE CONSULTING | Recordkeeper | $139,118 | — | $139,118 |
| THE SEGAL COMPANY | Recordkeeper | $126,917 | — | $126,917 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $125,361 | — | $125,361 |
| SALTZMAN & JOHNSON LAW CORP | Other Service Provider | $119,024 | — | $119,024 |
| HUDSON EDGE INVESTMENT PARTNERS INC | Other Service Provider | $114,488 | — | $114,488 |
| SAGE ADVISORY SERVICES, LTD CO | Other Service Provider | $84,906 | — | $84,906 |
| LOOMIS, SAYLES & CO, LP | Other Service Provider | $80,554 | — | $80,554 |
| FIERA CAPITAL MANAGEMENT | Other Service Provider | $40,749 | — | $40,749 |
| LEGAL & GENERAL | Other Service Provider | $24,263 | — | $24,263 |
| CHRISTENSEN, JAMES & MARTIN ATTORNE | Other Service Provider | $23,274 | — | $23,274 |
| ROAD RUNNER | Other Service Provider | $12,838 | — | $12,838 |
| CHARTWELL INVESTMENT | Other Service Provider | $10,931 | — | $10,931 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- GRAYSTONE CONSULTING — Recordkeeper
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,003,804
- Estimated Expense Ratio: 0.719% 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 | $3,412,049 | $1,692,231 | $411,212 | $46,214 | — |
| 2023 | $3,429,794 | $1,740,650 | $407,356 | $44,936 | — |
| 2022 | $3,083,135 | $1,905,232 | $377,083 | — | $454,265 |