Plan Snapshot
- Plan Sponsor: Board Of Trustees, Construction Teamsters Vacation-
- Sponsor EIN: 956195838
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 733
- Total Assets: $2.3M
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 | 733 | $2.3M | $3.0M | $0 |
| 2023 | 800 | $2.9M | $2.5M | $0 |
| 2022 | 670 | $2.2M | $2.4M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $152,157 | — | $152,157 |
| MILLER KAPLAN ARASE LLP | Auditor | $27,900 | — | $27,900 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $23,303 | — | $23,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,360
- Estimated Expense Ratio: 9.000% 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 | $220,130 | — | $128,472 | $27,900 | — |
| 2023 | $210,854 | — | $128,472 | $26,500 | — |
| 2022 | $204,023 | — | $128,472 | — | $55,810 |