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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $48,734 | — | $48,734 |
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: $48,734
- Estimated Expense Ratio: 0.010% 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 |