# Board Of Trustees,Construction Laborers Annuity Plan For Southern Cali DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-laborers-annuity-plan-plan

> Board Of Trustees,Construction Laborers Annuity Plan For Southern Cali's DC plan: 51,399 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-laborers-annuity-plan-plan)

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