Plan Snapshot
- Plan Sponsor: Board Of Trustees,Construction Laborers Annuity Plan For Southern Cali
- Sponsor EIN: 956031812
- Sponsor Address: 1123 PARK VIEW DRIVE, STE 200, COVINA, CA, 91724
- Plan Type: DC
- Total Participants: 51,399
- Total Assets: $272.8M
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 | 51,399 | $272.8M | $88.0M | $0 |
| 2023 | 50,993 | $176.8M | $66.2M | $0 |
| 2022 | 44,665 | $105.7M | $44.6M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $20,900 | — | $20,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,900
- Estimated Expense Ratio: 0.008% 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 | $640,731 | $537,129 | $13,200 | $20,900 | — |
| 2023 | $247,483 | $155,804 | $13,200 | $18,000 | — |
| 2022 | $90,569 | — | $13,200 | — | $17,736 |