Plan Snapshot
- Plan Sponsor: Board Of Trustees, Alads Legal Defense Fund
- Sponsor EIN: 836467399
- Sponsor Address: 2 CUPANIA CIR, MONTEREY PARK, CA, 91755
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 6,987
- Total Assets: $1.2M
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. |
|---|---|---|---|---|
| 2025 | 6,987 | $1.2M | $0 | $0 |
| 2024 | 7,069 | $1.0M | $0 | $0 |
| 2023 | 7,193 | $1.5M | $2.9M | $0 |
| 2022 | 7,328 | $1.5M | $2.9M | $0 |
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 |
|---|---|---|---|---|
| SALTZMAN & JOHNSON | Other Service Provider | $71,675 | — | $71,675 |
| MILLER KAPLAN ARASE LLP | Other Service Provider | $22,400 | — | $22,400 |
| HAYNIE & COMPANY | Other Service Provider | $5,400 | — | $5,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,475
- Estimated Expense Ratio: 8.085% 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 |
|---|---|---|---|---|---|
| 2025 | $3,136,063 | — | — | $22,400 | — |
| 2024 | $86,750 | — | — | $21,300 | — |
| 2023 | $82,720 | — | — | $20,300 | — |
| 2022 | $87,945 | — | — | — | $79,281 |