Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan401(k)

U. A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN · DUBLIN, CA · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan reported $143,827 in plan administrative expenses for 2023: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,539 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 0.24% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other construction employers. By assets it is the 1,231st-largest of 9,483 plans among California employers on file, and the 767th of 5,337 in construction. In 2023, the employer put in $1.75 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$76,885,874
Participants with balances815
Active participants813
Employer contributions$1,250,930
Employee contributions$716,560
Employer contribution per active participant$1,539
Average account balance$94,338
Benefits paid to participants$3,275,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.7M · 834 accts · $1.1M emplr
2023$76.9M · 815 accts · $1.3M emplr
2022$71.1M · 832 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,513
Investment management$25,000
Audit (IQPA)$34,423
Total administrative$143,827
The Board of Trustees of U.A. Local No. 159 Defined Contribution Plan 401(k) match · 2023
Employer contribution per active participant$1,539
Median for plans this size$3,659
2024$1,313 per active participant
2023$1,539 per active participant
2022$1,424 per active participant

Board of Trustees of U.A. Local No. 159 Defined Contribution Plan's 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
WITHUMSMITH+BROWN, PC · Accounting / audit$34,423
KRAW & KRAW GROUP APC · Legal$31,113
ALAN D. BILLER AND ASSOCIATES · Investment advisory (plan)$25,000
HEALTH SRVCS & BENEFIT ADMINISTRATI · Contract administrator · Participant communication$21,900
U.A. LOCAL 159 · Plan administrator$6,192

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$215,408 · 0.28%
2023$143,827 · 0.19%
2022$181,239 · 0.24%
Similar plansConstruction · California
Morrow Meadows Corporation CA$84.5M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942859426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.