# Associated Builders And Contractors Of San Diego, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-builders-and-contractors-of-san-diego-inc-336069031-501

> Associated Builders And Contractors Of San Diego, INC.'s Health & Welfare plan: 1,588 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-builders-and-contractors-of-san-diego-inc-336069031-501)

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