# Board Of Trustees, Alads Legal Defense Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-alads-legal-defense-fund-836467399-501

> Board Of Trustees, Alads Legal Defense Fund's Health & Welfare plan: 6,987 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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