# Santa Clara County Iam Joint Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/santa-clara-county-iam-joint-board-of-trustees-plan

> Santa Clara County Iam Joint Board Of Trustees's DB plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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