Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Plasterers Union Local No. 66 Supp. Retirement BenefMoney purchase plan

PLASTERERS UNION LOCAL NO. 66 SUPPLEMENTAL RETIREMENT PLAN · DUBLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Board of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef reported $426,667 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,200 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 0.54% to 0.58%. 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 1,241st-largest of 9,483 plans among California employers on file, and the 769th of 5,337 in construction.

Plan summary
Net assets, end of year$76,420,326
Participants with balances2,139
Active participants645
Employer contributions$3,353,963
Employee contributions—
Employer contribution per active participant$5,200
Average account balance$35,727
Benefits paid to participants$3,578,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.4M · 2,139 accts · $3.4M emplr
2023$70.4M · 2,096 accts · $3.1M emplr
2022$64.9M · 2,166 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,670
Investment management$212,128
Audit (IQPA)$28,921
Trustee / custodial$6,991
Total administrative$426,667
Employer contributions to the Board of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef plan · 2024
Employer contribution per active participant$5,200
Median for plans this size$3,635
2024$5,200 per active participant
2023$4,619 per active participant
2022$4,948 per active participant

Board of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef's 2024 employer contribution ran above 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 · 20244
HEALTH SERVICES & BENEFIT ADMIN. · Claims processing · Contract administrator$99,425
WITHUMSMITH+BROWN, PC · Accounting / audit$60,783
KRAW LAW GROUP · Legal$32,667
NEYHART ANDERSON FLYNN & GROSBOLL · Legal$5,785

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

Recordkeeper by year2
2024HEALTH SERVICES & BENEFIT ADMIN.
2023HEALTH SERVICES & BENEFIT ADMIN

This plan has changed recordkeepers within these filings. If you left Board of Trustees Plasterers Union Local No. 66 Supp. Retirement Benef before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$426,667 · 0.58%
2023$364,392 · 0.54%
2022$373,600 · 0.54%
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Source: U.S. Department of Labor, Form 5500 series, EIN 946273369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.