Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Labor Alliance Savings Trust FundProfit-sharing plan

LABOR ALLIANCE SAVINGS TRUST FUND · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
2.25%

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

Board of Trustees of Labor Alliance Savings Trust Fund reported $221,946 in plan administrative expenses for 2024: 2.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,830 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 2.10% to 2.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,363rd of 9,483), and the 1,134th of 2,677 in transportation & warehousing. active participation has grown from 202 to 285 since 2022.

Plan summary
Net assets, end of year$10,309,324
Participants with balances511
Active participants285
Employer contributions$1,376,650
Employee contributions—
Employer contribution per active participant$4,830
Average account balance$20,175
Benefits paid to participants$815,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 511 accts · $1.4M emplr
2023$9.4M · 469 accts · $1.0M emplr
2022$8.3M · 429 accts · $800K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,470
Investment management$14,872
Audit (IQPA)$14,040
Trustee / custodial$7,702
Total administrative$221,946
Employer contributions to the Board of Trustees of Labor Alliance Savings Trust Fund plan · 2024
Employer contribution per active participant$4,830
Median for plans this size$1,313
2024$4,830 per active participant
2023$4,393 per active participant
2022$3,962 per active participant

Board of Trustees of Labor Alliance Savings Trust Fund's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20247
NORTHWEST PLAN SERVICES · Recordkeeping · Consulting$47,325
DMC INSURANCE ADMINISTRATORS · Contract administrator$63,658
WEINBERG, ROGER & ROSENFELD · Legal$37,787
WITHUM SMITH+BROWN, PC · Accounting / audit$24,073
PRESTIGE PRINTING$17,117
MAMMINI COMPANY, INC. · Investment advisory (participants) · Investment advisory (plan)$14,872
MATRIX TRUST COMPANY · Trustee (directed)$8,327

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

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$221,946 · 2.25%
2023$193,332 · 2.18%
2022$187,024 · 2.10%
Similar plansTransportation & Warehousing · California
Komyo America Co., Inc. CA$10.8M · 0.76%
Meiko America, Inc. CA$10.7M · 0.05%
Tiger Lines, LLC CA$10.6M · 0.71%
Curtin Maritime CA$10.3M · 0.69%
Aeronet, Inc. CA$10.0M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943217574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.