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Original filing (PDF)20250703082552NAL0000187539001
BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN
Form 5500
FILING_RECEIVED
CALIFORNIA MACHINISTS 401K PLAN
401(k) retirement plan
Signals · 3
1 failed disclosureNo recordkeeper disclosed6 service providers
Active participants
1,848
Accounts w/ balance
2,200
Plan assets (EOY)
$147.6M
Net assets (EOY)
$147.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 35 bps in Schedule C fees — 247% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN
EIN
94-3250849
Address
160 WEST SANTA CLARA STREET · SUITE 1550 · SAN JOSE, CA · 951131734
Phone
(408) 298-1170
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $194K | — |
| NWPS | 94-2614826 | — | NONE | $130K | — |
| MORGAN STANLEY | — | OAKLAND, CA | NONE | $109K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $57K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $16K | — |
| COMERICA BANK | — | DALLAS, TX | NONE | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| COMERICA BANK | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
Investments
1 pooled fund· $3.2M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WT CIT III WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | $3.2M | 2.1% |