# Board Of Trustees, East Bay Restaurant & Tavern DC Plan
Source: https://planprovider.pro/companies/east-bay-restaurant-tavern-retirement-plan-plan

> Board Of Trustees, East Bay Restaurant & Tavern's DC plan: 1,764 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, East Bay Restaurant & Tavern

- **Sponsor EIN:** 946076428

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566

- **Plan Type:** DC

- **Total Participants:** 1,764

- **Total Assets:** $35.8M

## 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|1,764|$35.8M|$2.2M|$0|

| 2023|1,659|$31.7M|$2.3M|$0|

| 2022|1,879|$26.8M|$1.8M|$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|NONE|$147,814|—|$147,814|

| NATIONAL INVESTMENT SERVICES, INC.|NONE|$57,694|—|$57,694|

| LEONARD CARDER|NONE|$39,915|—|$39,915|

| MILLER KAPLAN ARASE LLP|NONE|$34,770|—|$34,770|

| NATIONAL COMPLIANCE SERVICE|NONE|$29,000|—|$29,000|

| NEPC, LLC|NONE|$21,531|—|$21,531|

| SMART SOURCE LLC|NONE|$19,755|—|$19,755|

| LOOMIS, SAYLES & COMPANY, L.P.|NONE|$17,699|—|$17,699|

| RAEL & LETSON|NONE|$16,800|—|$16,800|

| IRON MOUNTAIN|NONE|$8,619|—|$8,619|

| EPIC INSURANCE|NONE|—|$6,489|$6,489|

### Verified Provider Profiles

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

- [LEONARD CARDER](https://planprovider.pro/provider/leonard-carder) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [EPIC INSURANCE](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $400,086

- **Estimated Expense Ratio:** 1.118% 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|$419,284|$97,744|$147,814|$34,770|—|

| 2023|$467,344|$86,024|$147,438|$33,600|—|

| 2022|$478,970|$98,794|$121,303|—|$165,695|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/east-bay-restaurant-tavern-retirement-plan-plan)

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