Board of Trustees of U.A. Local 38 Trust FundsMoney purchase plan

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

Board of Trustees of U.A. Local 38 Trust Funds reported $1,617,540 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $9,743 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 3 years on file its reported administrative ratio has held roughly steady near 0.80%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 552nd-largest of 9,483 plans among California employers on file, and the 330th of 5,337 in construction.