# Board Of Trustees California Statewide Law Enforcement Assoc Leg Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-statewide-law-enforcement-assoc-leg-680219855-501

> Board Of Trustees California Statewide Law Enforcement Assoc Leg's Health & Welfare plan: 5,096 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees California Statewide Law Enforcement Assoc Leg

- **Sponsor EIN:** 680219855

- **Sponsor Address:** 2600 RIVER PLAZA DRIVE, #250, SACRAMENTO, CA, 95833

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,096

- **Total Assets:** $2.9M

## 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|5,096|$2.9M|$0|$121,394|

| 2023|5,043|$2.5M|$0|$121,248|

| 2022|5,022|$2.2M|$0|$120,302|

## 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|

| WITHUMSMITH+BROWN, PC|Auditor|$15,376|—|$15,376|

| TRUCKER HUSS, APC|ERISA Attorney|$14,699|—|$14,699|

| ALAN BILLER AND ASSOCIATES|ERISA Attorney|$7,500|—|$7,500|

| GEORGE TIONGSON|Custodian / Trustee|$5,165|—|$5,165|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [TRUCKER HUSS, APC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [ALAN BILLER AND ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,740

- **Estimated Expense Ratio:** 1.471% 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|$67,936|$7,500|—|$18,976|—|

| 2023|$79,317|$7,500|—|$15,174|—|

| 2022|$53,496|$7,500|—|—|$37,984|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-california-statewide-law-enforcement-assoc-leg-680219855-501)

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