Plan Ledger DOL Form 5500 · updated monthly

Contra Costa County Electrical Workers Retirement Plan & TrustMoney purchase plan

CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST · MARTINEZ, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Contra Costa County Electrical Workers Retirement Plan & Trust reported $590,317 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,443 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 0.12% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 275th-largest of 9,483 plans among California employers on file, and the 150th of 5,337 in construction. active participation has shrunk from 1,427 to 1,247 since 2022.

Plan summary
Net assets, end of year$471,302,482
Participants with balances1,535
Active participants1,247
Employer contributions$16,763,342
Employee contributions—
Employer contribution per active participant$13,443
Average account balance$307,037
Benefits paid to participants$34,130,652
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$471.3M · 1,535 accts · $16.8M emplr
2023$437.3M · 1,448 accts · $19.4M emplr
2022$382.2M · 1,454 accts · $17.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$149,050
Investment management$305,176
Audit (IQPA)$30,000
Total administrative$590,317
Employer contributions to the Contra Costa County Electrical Workers Retirement Plan & Trust plan · 2024
Employer contribution per active participant$13,443
Median for plans this size$4,294
2024$13,443 per active participant
2023$13,580 per active participant
2022$12,050 per active participant

Contra Costa County Electrical Workers Retirement Plan & Trust's 2024 employer contribution ran above the $4,294 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 · 20246
CCC ELECTRICAL IND LABOR MGMT CO TR · Accounting / audit · Recordkeeping$91,058
SOLXSYS · Recordkeeping$36,729
FIDELITY INVESTMENTS INSTITUTIONAL · Plan administrator · Loan processing$236,412
RV KUHNS AND ASSOCIATES · Investment advisory (plan)$90,026
LANTAN AND ASSOCIATES · Accounting / audit$30,000
NEYHART, ANDERSON ET AL · Legal$12,801

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

Recordkeeper by year2
2024CCC ELECTRICAL IND LABOR MGMT CO TR, SOLXSYS
2023CCC ELECTRICAL IND LABOR MGMT CO TR, SOLYXSYS

This plan has changed recordkeepers within these filings. If you left Contra Costa County Electrical Workers Retirement Plan & Trust 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$590,317 · 0.13%
2023$705,974 · 0.17%
2022$488,010 · 0.12%
Similar plansConstruction · California
J. F. Shea Company, Inc. CA$482.7M · 0.07%
Tutor Perini Corporation CA$471.1M · 0.10%
Kb Home CA$390.9M

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Source: U.S. Department of Labor, Form 5500 series, EIN 946114525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.