Plan Snapshot
- Plan Sponsor: Trustees Of W. States Insulators & Allied Workers Pension Fund
- Sponsor EIN: 510155190
- Sponsor Address: 7180 KOLL CENTER PARKWAY, #200, PLEASANTON, CA, 945663184
- Plan Type: DB
- Total Participants: 3,258
- Total Assets: $491.7M
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. |
|---|---|---|---|---|
| 2024 | 3,258 | $491.7M | $23.0M | $0 |
| 2023 | 3,301 | $468.4M | $23.1M | $0 |
| 2022 | 3,325 | $426.6M | $21.4M | $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 |
|---|---|---|---|---|
| BENESYS ADMINISTRATORS | NONE | $397,488 | — | $397,488 |
| ASB CAPITAL MANAGEMENT LLC | NONE | $269,813 | — | $269,813 |
| MEKETA INVESTMENT GROUP, INC. | NONE | $156,408 | — | $156,408 |
| KANYE ANDERSON RUDNICK | NONE | $135,656 | — | $135,656 |
| CHERION, INC. | NONE | $115,697 | — | $115,697 |
| WITHUMSMITH&BROWN, PC | NONE | $89,794 | — | $89,794 |
| KRAW LAW GROUP, APC | NONE | $87,522 | — | $87,522 |
| SMART SOURCE LLC | NONE | $83,429 | — | $83,429 |
| WASHINGTON CAPITAL | NONE | $70,800 | — | $70,800 |
| AMALGAMATED BANK | NONE | $66,003 | $3,161 | $69,164 |
| SANDS CAPITAL MANAGEMENT, LLC | NONE | $43,801 | — | $43,801 |
| IRON MOUNTAIN | NONE | $21,884 | — | $21,884 |
| COMPLIANCE VERIFICATION, INC | NONE | $19,293 | — | $19,293 |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | NONE | $14,562 | — | $14,562 |
| FREMONT BANK | NONE | $7,893 | — | $7,893 |
| STEPHEN HORN INSURANCE SERVICES | NONE | — | $5,308 | $5,308 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH&BROWN, PC — NONE
- STEPHEN HORN INSURANCE SERVICES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,588,512
- Estimated Expense Ratio: 0.323% 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 | $1,902,999 | $730,934 | $391,507 | $48,734 | — |
| 2023 | $1,671,681 | $635,444 | $376,452 | $51,135 | — |
| 2022 | $1,792,132 | $812,731 | $344,607 | — | $289,008 |