Plan Snapshot
- Plan Sponsor: Pacific Coast Shipyards Metal Trades Trust Fund
- Sponsor EIN: 941248513
- Sponsor Address: 7180 KOLL CENTER PARKWAY, STE 200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 110
- Total Assets: $6.8M
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 | 110 | $6.8M | $2.0M | $220,400 |
| 2023 | 129 | $7.1M | $2.1M | $234,864 |
| 2022 | 132 | $6.9M | $2.0M | $287,597 |
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. | Other Service Provider | $267,165 | — | $267,165 |
| THE SEGAL COMPANY | Recordkeeper | $78,783 | — | $78,783 |
| WITHUMSMITH+BROWN, PC | Auditor | $52,201 | — | $52,201 |
| LAW OFFICES OF CARROLL AND SCULLY | Recordkeeper | $33,644 | — | $33,644 |
| MCMORGAN & COMPANY LLC | Other Service Provider | $32,545 | — | $32,545 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $17,328 | — | $17,328 |
| US BANK | Recordkeeper | $16,997 | — | $16,997 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- LAW OFFICES OF CARROLL AND SCULLY — Recordkeeper
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $498,663
- Estimated Expense Ratio: 7.300% 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 | $529,532 | $32,545 | $255,040 | $32,081 | — |
| 2023 | $518,196 | $21,041 | $278,420 | $31,470 | — |
| 2022 | $499,561 | $10,380 | $276,875 | — | $169,631 |