# Board Of Trustees,Construction Laborers Vacation Trust For Southern Ca 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-laborers-vacation-trust-for-southern-ca-956135795-501

> Board Of Trustees,Construction Laborers Vacation Trust For Southern Ca's 401(k) plan: 24,820 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees,Construction Laborers Vacation Trust For Southern Ca

- **Sponsor EIN:** 956135795

- **Sponsor Address:** 1123 PARK VIEW DRIVE, STE 200, COVINA, CA, 91724

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 24,820

- **Total Assets:** $52.0M

## 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|24,820|$52.0M|$114.7M|$0|

| 2023|25,127|$48.8M|$112.7M|$0|

| 2022|24,458|$43.3M|$110.0M|$753,914|

## 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|

| CLTFSC, LLC|Other Service Provider|$1,149,075|—|$1,149,075|

| PACIFIC SOUTHWEST ADMINISTRATORS|Other Service Provider|$588,000|—|$588,000|

| REICH, ADELL & CVITAN|Other Service Provider|$38,701|—|$38,701|

| CALIBRE CPA GROUP, PLLC|Auditor|$24,000|—|$24,000|

### 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:** $1,799,776

- **Estimated Expense Ratio:** 3.463% 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|$2,082,969|—|$588,000|$25,260|—|

| 2023|$1,804,279|—|$560,004|$32,479|—|

| 2022|$1,904,309|—|$543,696|—|$54,502|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-laborers-vacation-trust-for-southern-ca-956135795-501)

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