# I.A.T.S.E. Local 16 Pension Plan Trustees DB Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-16-pension-plan-trustees-plan

> I.A.T.S.E. Local 16 Pension Plan Trustees's DB plan: 2,344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local 16 Pension Plan Trustees

- **Sponsor EIN:** 946296420

- **Sponsor Address:** 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 94566

- **Plan Type:** DB

- **Total Participants:** 2,344

- **Total Assets:** $283.4M

## 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|2,344|$283.4M|$10.8M|$0|

| 2023|2,709|$269.9M|$11.1M|$0|

| 2022|2,790|$254.9M|$10.8M|$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, INC.|NONE|$246,312|$1,662|$247,974|

| WITHUMSMITH+BROWN, PC|NONE|$196,348|—|$196,348|

| RAEL AND LETSON|NONE|$154,189|—|$154,189|

| VERUS ADVISORY, INC.|NONE|$120,000|—|$120,000|

| WEINBERG, ROGER, AND ROSENFELD|NONE|$77,642|—|$77,642|

| WALTER SCOTT & PARTNERS LIMITED|NONE|$62,277|—|$62,277|

| CIM GROUP, LLC|NONE|$47,319|—|$47,319|

| SMART SOURCE, LLC|NONE|$18,940|—|$18,940|

| WELLS FARGO BANK|NONE|$15,129|—|$15,129|

| UNION INSURANCE GROUP|NONE|—|$9,425|$9,425|

| MELLON INVESTMENT CORPORATION|NONE|$7,010|—|$7,010|

| BROWN AUDIO VISUAL SERVICES|NONE|$5,997|—|$5,997|

| AMALGAMATED BANK|NONE|$5,000|$28|$5,028|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $967,278

- **Estimated Expense Ratio:** 0.341% 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|$1,186,887|$236,606|$235,349|$57,908|—|

| 2023|$1,307,215|$213,476|$228,052|$34,100|—|

| 2022|$1,067,810|$270,710|$217,460|—|$349,881|

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