Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Northern California Tile IndustryProfit-sharing plan

NORTHERN CALIFORNIA TILE INDUSTRY DEFINED CONTRIBUTION PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.77%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees, Northern California Tile Industry reported $410,891 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,968 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.72% to 0.77%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,640th-largest of 9,483 plans among California employers on file, and the 1,555th of 4,798 in finance & insurance. active participation has shrunk from 672 to 588 since 2022.

Plan summary
Net assets, end of year$55,168,197
Participants with balances2,856
Active participants588
Employer contributions$1,745,055
Employee contributions—
Employer contribution per active participant$2,968
Average account balance$19,317
Benefits paid to participants$2,356,567
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.2M · 2,856 accts · $1.7M emplr
2023$52.1M · 2,926 accts · $1.6M emplr
2022$49.4M · 2,990 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,193
Investment management$238,354
Audit (IQPA)$26,400
Trustee / custodial$11,932
Total administrative$410,891
Employer contributions to the Board of Trustees, Northern California Tile Industry plan · 2024
Employer contribution per active participant$2,968
Median for plans this size$3,635
2024$2,968 per active participant
2023$2,720 per active participant
2022$2,513 per active participant

Board of Trustees, Northern California Tile Industry's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
BENESYS ADMINISTRATORS INC. · Contract administrator$50,771
INTERCONTINENTAL REAL ESTATE CORP · Investment management$40,437
LOOMIS SAYLES · Investment management$38,443
KRAW LAW GROUP · Legal$35,238
MILLER KAPLAN ARASE LLP · Accounting / audit$26,400
INVESTMENT PERFORMANCE SERVICES · Investment advisory (plan)$25,000
WASHINGTON CAPITAL MANAGEMENT, INC · Investment management$22,400
POLEN CAPITAL$19,547
SMART SOURCE LLC$16,831
SEGALL, BRYANT & HAMILL · Investment management$15,171
EIDE BAILLY LLP · Accounting / audit$12,422
U.S. BANK NATIONAL ASSOCIATION · Custodial (securities)$11,932

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$410,891 · 0.77%
2023$390,563 · 0.77%
2022$372,391 · 0.72%
Similar plansFinance & Insurance · California
Upgrade Inc. CA$54.5M · 0.28%
Beacon Pointe Advisors, LLC CA$54.0M · 0.12%
Coalition, Inc. CA$53.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946129121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.