Plan Snapshot
- Plan Sponsor: Board Of Trustees, Richmond Santa Rosa-Vallejo
- Sponsor EIN: 946115024
- Sponsor Address: 433 NATOMA ST STE 250, SAN FRANCISCO, CA, 94103
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $483,902
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. |
|---|---|---|---|---|
| 2025 | 0 | $483,902 | $0 | $0 |
| 2024 | 0 | $4.5M | $0 | $0 |
| 2023 | 0 | $4.5M | $0 | $0 |
| 2022 | 14 | $16.9M | $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 |
|---|---|---|---|---|
| PACIFIC MEDIA WORKERS GUILD | Other Service Provider | $43,642 | — | $43,642 |
| SALTZMAN & JOHNSON | Other Service Provider | $41,988 | — | $41,988 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $32,704 | — | $32,704 |
| NWPS | Other Service Provider | $22,500 | — | $22,500 |
| MILLER KAPLAN ARASE LLP | Other Service Provider | $13,125 | — | $13,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,959
- Estimated Expense Ratio: 31.816% 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 |
|---|---|---|---|---|---|
| 2025 | $4,384,157 | $32,704 | $43,642 | $13,125 | — |
| 2024 | $222,652 | $42,982 | $15,000 | $22,350 | — |
| 2023 | $171,348 | $51,977 | $15,000 | $21,500 | — |
| 2022 | $194,924 | $59,857 | $15,202 | — | $66,863 |