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Sponsor portfolio

BOARD OF TRUSTEES OF U.A. LOCAL 343 PENSION TRUST FUND

EIN 94-6092775-Construction-Latest filing 2024
Plans
2
Retirement
2
$228.3M assets
Welfare
0
Participants
2,029
220 PEABODY ROAD - VACAVILLE, CA 956874733707-648-7066
Plans on this EIN
2 filings
#001TraditionalDB-$159.7M - 583 part#002401k-$68.6M - 1,446 part

Retirement portfolio analytics

2 plans aggregated / $228.3M assets / 2,029 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PLAN (#001)70%
  • DEFINED CONTRIBUTION PLAN (#002)30%
Total $228.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • (Not disclosed)70%
  • NORTHWEST PLAN SERVICES, INC.30%
Total $228.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)1,446
  • DEFINED BENEFIT PLAN (#001)583
Total 2,029Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN

TraditionalDB

Assets$159.7M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

U. A. LOCAL NOS. 343 & 355 DEFINED CONTRIBUTION PLAN

401k

Assets$68.6M
Participants1,446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001U. A. LOCAL NO. 343 DEFINED BENEFIT PLANTraditionalDB$159.7M5832024
002U. A. LOCAL NOS. 343 & 355 DEFINED CONTRIBUTION PLAN401k$68.6M1,4462024
Retirement plans
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