# Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension DB Plan
Source: https://planprovider.pro/companies/jt-board-of-trsutees-cmta-gmpp-allied-workers-local-164b-pension-plan

> Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b Pension's DB plan: 100 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jt-board-of-trsutees-cmta-gmpp-allied-workers-local-164b-pension-plan)

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