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 |
|---|---|---|---|---|
| U.A. LOCAL 343 JOINT SERVICES | Other Service Provider | $131,532 | — | $131,532 |
| VERUS ADVISORY, INC. | Other Service Provider | $113,958 | — | $113,958 |
| WITHUMSMITH+BROWN, PC | Auditor | $105,654 | — | $105,654 |
| KRAW LAW GROUP, APC | Other Service Provider | $63,160 | — | $63,160 |
| WHITESTAR ADVISORS | Other Service Provider | $60,000 | — | $60,000 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $46,800 | — | $46,800 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $35,385 | — | $35,385 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $33,118 | — | $33,118 |
| U.S. BANK | Recordkeeper | $27,884 | — | $27,884 |
| TAKEHARA LANDSCAPE, INC. | Other Service Provider | $23,491 | — | $23,491 |
| HEATHER CLANTON | Other Service Provider | $17,550 | — | $17,550 |
| UNIVERSAL BUILDING SERVICES | Other Service Provider | $17,536 | — | $17,536 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | $15,601 | — | $15,601 |
| CAROLE KEANE & ASSOCIATES | Other Service Provider | $6,425 | — | $6,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- NORTHWEST PLAN SERVICES — Recordkeeper
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- U.S. BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $698,094
- Estimated Expense Ratio: 0.437% 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 |