# Pacific Coast Shipyards Metal Trades Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/pacific-coast-shipyards-metal-trades-trust-fund-941248513-501

> Pacific Coast Shipyards Metal Trades Trust Fund's Health & Welfare plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [LAW OFFICES OF CARROLL AND SCULLY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-coast-shipyards-metal-trades-trust-fund-941248513-501)

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