Plan Snapshot
- Plan Sponsor: Santa Clara County Iam Joint Board Of Trustees
- Sponsor EIN: 946063586
- Sponsor Address: 4160 DUBLIN BLVD, SUITE 100, DUBLIN, CA, 945687723
- Plan Type: DB
- Total Participants: 7
- Total Assets: $204.7M
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 | 7 | $204.7M | $0 | $0 |
| 2024 | 7 | $198.3M | $0 | $0 |
| 2023 | 8 | $183.5M | $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 | $21,731 | — | $21,731 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,731
- Estimated Expense Ratio: 0.011% 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 | $728,219 | $412,242 | $73,800 | $21,731 | — |
| 2024 | $669,084 | $333,040 | $73,800 | $17,065 | — |
| 2023 | $673,960 | $381,436 | $72,630 | — | $153,351 |