Plan Snapshot
- Plan Sponsor: Webcor Construction LP Dba Webcor Builders
- Sponsor EIN: 208399744
- Sponsor Address: 2320 BLANDING AVE SUITE 200, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 807
- Total Assets: $149.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 807 | $149.6M | $0 | $0 |
| 2024 | 442 | $133.6M | $3.0M | $6.5M |
| 2023 | 474 | $119.7M | $3.2M | $6.8M |
| 2022 | 545 | $104.2M | $1.9M | $6.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $94,162 | — | $94,162 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $80,000 | — | $80,000 |
| COTA STREET INVESTMENT MANAGEMENT | Investment Advisor | $28,439 | — | $28,439 |
| LARSON ALLEN LLP | Other Service Provider | $27,563 | — | $27,563 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,164
- Estimated Expense Ratio: 0.154% 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 |
|---|---|---|---|---|---|
| 2025 | $17,348,026 | $108,439 | — | — | — |
| 2024 | $196,140 | $80,742 | — | — | — |
| 2023 | $182,799 | $71,293 | — | — | — |
| 2022 | $196,359 | $86,419 | $84,522 | — | $25,418 |