# Associated Builders & Contractors Of Southern California Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/associated-builders-contractors-of-southern-california-benefit-trust-336227695-501

> Associated Builders & Contractors Of Southern California Benefit Trust's Health & Welfare plan: 2,010 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Investment Advisor

- [PLATFORM CPAS LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/associated-builders-contractors-of-southern-california-benefit-trust-336227695-501)

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