# Retail Clerks Specialty Stores Pension Fund DB Plan
Source: https://planprovider.pro/companies/retail-clerks-specialty-stores-pension-specialty-stores-pension-fund-plan

> Retail Clerks Specialty Stores Pension Fund's DB plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retail Clerks Specialty Stores Pension Fund

- **Sponsor EIN:** 946313558

- **Sponsor Address:** 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520

- **Plan Type:** DB

- **Total Participants:** 5

- **Total Assets:** $64.8M

## 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|5|$64.8M|$26,312|$0|

| 2023|6|$65.5M|$21,227|$0|

| 2022|5|$6.3M|$21,391|$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|

| EIDE BAILLY LLP|Auditor|$27,928|—|$27,928|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,928

- **Estimated Expense Ratio:** 0.043% 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|$1,146,471|$217,880|$152,600|$27,928|—|

| 2023|$588,748|$140,530|$156,110|$29,103|—|

| 2022|$595,224|$57,325|$154,681|—|$295,676|

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