Plan Snapshot
- Plan Sponsor: Bot Of Solano-Napa Counties Electric Workers Pt
- Sponsor EIN: 946220673
- Sponsor Address: 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 945663184
- Plan Type: DB
- Plan Number: 001
- Total Participants: 395
- Total Assets: $161.7M
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 | 395 | $161.7M | $4.9M | $0 |
| 2023 | 386 | $152.7M | $4.8M | $0 |
| 2022 | 378 | $147.3M | $4.6M | $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 |
|---|---|---|---|---|
| VERUS ADVISORY, INC. | Other Service Provider | $264,047 | — | $264,047 |
| BENESYS, INC. | Other Service Provider | $168,561 | — | $168,561 |
| DODGE & COX | Other Service Provider | $144,185 | — | $144,185 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | $141,681 | — | $141,681 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $102,065 | — | $102,065 |
| WITHUMSMITH+BROWN, PC | Auditor | $88,167 | — | $88,167 |
| US BANK | Recordkeeper | $84,637 | — | $84,637 |
| NWPS | Recordkeeper | $50,248 | — | $50,248 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $34,412 | — | $34,412 |
| CAPITAL RESEARCH AND MANAGEMENT COM | Other Service Provider | $12,012 | — | $12,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK — Recordkeeper
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,090,015
- Estimated Expense Ratio: 0.674% 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 | $1,155,014 | $682,176 | $161,666 | $46,769 | — |
| 2023 | $1,258,243 | $799,678 | $155,389 | $59,254 | — |
| 2022 | $1,121,392 | $695,827 | $150,863 | — | $198,063 |