Plan Snapshot
- Plan Sponsor: Associated Builders & Contractors Of Southern California Benefit Trust
- Sponsor EIN: 336227695
- Sponsor Address: 1400 NORTH KELLOGG DR. SUITE A, ANAHEIM, CA, 92807
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,010
- Total Assets: $6.6M
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 | 2,010 | $6.6M | $24.6M | $100,307 |
| 2023 | 2,066 | $6.2M | $23.5M | $103,846 |
| 2022 | 2,218 | $6.0M | $23.4M | $143,974 |
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 | Investment Advisor | $1,171,884 | — | $1,171,884 |
| POLYCOMP ADMINISTRATIVE SERVICES | Recordkeeper | $652,071 | — | $652,071 |
| WOLDS LAW GROUP | ERISA Attorney | $150,570 | — | $150,570 |
| PLATFORM CPAS LLP | Auditor | $37,165 | — | $37,165 |
| ABC OF SOUTHERN CALIFORNIA, INC | Other Service Provider | $22,273 | — | $22,273 |
| JHS TAX & CONSULTING | Other Service Provider | $12,850 | — | $12,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST COAST GROUP BENEFITS — Investment Advisor
- PLATFORM CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,046,813
- Estimated Expense Ratio: 30.829% 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 | $2,107,496 | — | $652,071 | $50,015 | — |
| 2023 | $2,070,223 | — | $633,153 | $47,035 | — |
| 2022 | $2,088,809 | — | $633,996 | — | $227,155 |