Plan Snapshot
- Plan Sponsor: U.A. Local No. 343 Pension Trust
- Sponsor EIN: 946092775
- Sponsor Address: 220 PEABODY ROAD, VACAVILLE, CA, 956874733
- Plan Type: DB
- Total Participants: 250
- Total Assets: $159.7M
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 | 250 | $159.7M | $4.2M | $0 |
| 2023 | 245 | $149.9M | $5.6M | $0 |
| 2022 | 248 | $135.2M | $5.8M | $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 | $66,653 | — | $66,653 |
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: $66,653
- Estimated Expense Ratio: 0.042% 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 | $994,823 | $258,780 | $131,532 | $66,653 | — |
| 2023 | $1,151,750 | $267,065 | $132,015 | $41,410 | — |
| 2022 | $790,009 | $336,815 | $76,020 | — | $155,630 |