Plan Snapshot
- Plan Sponsor: Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension
- Sponsor EIN: 946129501
- Sponsor Address: 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 945663184
- Plan Type: DB
- Total Participants: 100
- Total Assets: $112.1M
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 | 100 | $112.1M | $0 | $0 |
| 2023 | 115 | $89.6M | $0 | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $38,011 | — | $38,011 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,011
- Estimated Expense Ratio: 0.034% 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 | $1,360,693 | $343,816 | $216,684 | $38,011 | — |
| 2023 | $842,683 | $185,397 | $215,149 | — | $303,518 |