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 |
|---|---|---|---|---|
| TDA INVESTMENT GROUP INC | NONE | $8,852,691 | — | $8,852,691 |
| SCHULTE ROTH & ZABEL LLP | NONE | $4,136,519 | — | $4,136,519 |
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $1,375,776 | — | $1,375,776 |
| CLTFSC, LLC | NONE | $1,150,006 | — | $1,150,006 |
| THE UNION LABOR LIFE INSURANCE CO | NONE | $897,880 | — | $897,880 |
| NATIONAL INVESTMENT SERVICES | NONE | $883,959 | — | $883,959 |
| WELLINGTON MANAGEMENT COMPANY LLP | NONE | $645,653 | — | $645,653 |
| REICH, ADELL & CVITAN | NONE | $469,609 | — | $469,609 |
| KIRCHNER MANAGEMENT SERVICES | NONE | $420,000 | — | $420,000 |
| NEPC, LLC | NONE | $300,000 | — | $300,000 |
| HORIZON ACTUARIAL SERVICES | NONE | $252,496 | — | $252,496 |
| COX, CASTLE & NICHOLSON | NONE | $195,090 | — | $195,090 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $157,518 | — | $157,518 |
| CALIBRE CPA GROUP, PLLC | NONE | $120,000 | — | $120,000 |
| STATE STREET GLOBAL ADVISORS | NONE | $89,867 | — | $89,867 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $70,016 | — | $70,016 |
| BNY MELLON INVESTMENT MANAGEMENT | NONE | $66,369 | — | $66,369 |
| SCHONBUCH HALLISSY, LLP | NONE | $52,874 | — | $52,874 |
| OXFORD RISK MANAGEMENT & INSURANCE | NONE | $47,238 | — | $47,238 |
| ANVIL ADVISORS | NONE | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH & ZABEL LLP — NONE
- THE UNION LABOR LIFE INSURANCE CO — NONE
- NEPC, LLC — NONE
- U.S. BANK NATIONAL ASSOCIATION — NONE
- CALIBRE CPA GROUP, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,197,561
- Estimated Expense Ratio: 0.549% 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 |