Plan Snapshot
- Plan Sponsor: Board Of Trustees,Construction Laborers Pension Trust For Southern Cal
- Sponsor EIN: 436159056
- Sponsor Address: 1123 PARK VIEW DRIVE, STE 200, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 25,831
- Total Assets: $3.7B
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 | 25,831 | $3.7B | $249.0M | $0 |
| 2023 | 23,933 | $3.3B | $250.6M | $0 |
| 2022 | 23,365 | $2.9B | $244.8M | $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 | $120,000 | — | $120,000 |
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: $120,000
- Estimated Expense Ratio: 0.003% 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 | $22,246,295 | $12,170,418 | $1,375,572 | $120,000 | — |
| 2023 | $20,396,721 | $12,526,992 | $1,310,064 | $170,015 | — |
| 2022 | $21,315,236 | $14,929,433 | $1,271,904 | — | $2,202,004 |