Plan Snapshot
- Plan Sponsor: Board Of Trustees, California Asso Of Professional Employees Benefit
- Sponsor EIN: 956995453
- Sponsor Address: 3018 E COLORADO BLVD STE 200, PASADENA, CA, 91107
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 17,406
- Total Assets: $56.4M
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 | 17,406 | $56.4M | $140.9M | $344,965 |
| 2023 | 17,729 | $52.8M | $121.8M | $321,951 |
| 2022 | 17,844 | $50.9M | $120.1M | $312,884 |
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 |
|---|---|---|---|---|
| DEXHEIMER ERICKSON CORP | Other Service Provider | $701,709 | — | $701,709 |
| MEI INURANCE SERVICE INC | Other Service Provider | $701,709 | — | $701,709 |
| UBS FINANCIAL SERVICES | Recordkeeper | $201,049 | — | $201,049 |
| CAPE | Other Service Provider | $109,632 | — | $109,632 |
| HAYNIE & COMPANY | Other Service Provider | $24,012 | — | $24,012 |
| INTEGRATED LABOR SOLUTIONS | Other Service Provider | $12,000 | — | $12,000 |
| MICHAEL POSNER | Other Service Provider | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,757,611
- Estimated Expense Ratio: 3.114% 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 | $1,904,800 | $267,658 | $1,371,457 | — | — |
| 2023 | $2,211,945 | $239,420 | $1,625,707 | — | — |
| 2022 | $2,090,947 | $230,826 | $1,570,514 | — | $36,768 |