Plan Snapshot
- Plan Sponsor: Associated Builders And Contractors Of San Diego, INC.
- Sponsor EIN: 336069031
- Sponsor Address: 13825 KIRKHAM WAY, POWAY, CA, 92064
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,588
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,588 | $9.9M | $18.8M | $79,501 |
| 2023 | 1,893 | $8.7M | $18.4M | $91,241 |
| 2022 | 1,747 | $7.5M | $17.7M | $114,870 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEST COAST GROUP BENEFITS | Other Service Provider | $848,260 | — | $848,260 |
| POLYCOMP ADMINISTRATIVE SERVICES | Other Service Provider | $449,018 | — | $449,018 |
| WOLDS VANDERWAL PC | Other Service Provider | $118,392 | — | $118,392 |
| CLIFTONLARSONALLEN LLP | Auditor | $45,413 | — | $45,413 |
| CLELLAND & COMPANY | Other Service Provider | $14,775 | — | $14,775 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,475,858
- Estimated Expense Ratio: 14.916% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,795,484 | $14,775 | $1,299,274 | $45,413 | — |
| 2023 | $1,823,920 | $13,004 | $1,281,495 | $46,980 | — |
| 2022 | $1,963,173 | $14,839 | $474,013 | — | $1,008,740 |