# Trustees Of W. States Insulators & Allied Workers Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-w-states-insulators-allied-workers-pension-fund-plan

> Trustees Of W. States Insulators & Allied Workers Pension Fund's DB plan: 3,258 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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