Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.A. Local No. 159 Pension Trust
- Sponsor EIN: 942859426
- Sponsor Address: 4160 DUBLIN BOULEVARD, SUITE 100, DUBLIN, CA, 945687756
- Plan Type: DB
- Total Participants: 234
- Total Assets: $125.4M
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 | 234 | $125.4M | $3.6M | $0 |
| 2023 | 257 | $117.2M | $4.2M | $0 |
| 2022 | 257 | $106.7M | $4.1M | $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 | $34,433 | — | $34,433 |
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: $34,433
- Estimated Expense Ratio: 0.027% 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 | $703,284 | $242,832 | $139,048 | $34,433 | — |
| 2023 | $626,166 | $209,153 | $124,368 | $31,100 | — |
| 2022 | $696,927 | $294,856 | $124,368 | — | $181,848 |