Plan Snapshot
- Plan Sponsor: Board Of Trustees, Eleven Counties Cement Masons
- Sponsor EIN: 956042278
- Sponsor Address: 5417 PECK RD, ARCADIA, CA, 91006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,876
- Total Assets: $7.9M
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 | 3,876 | $7.9M | $24.6M | $0 |
| 2023 | 3,567 | $4.8M | $22.1M | $0 |
| 2022 | 3,712 | $5.9M | $21.2M | $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 | $167,534 | — | $167,534 |
| WOHLNER KAPLON CUTLER HALFORD | Other Service Provider | $42,143 | — | $42,143 |
| MILLER KAPLAN ARASE LLP | Auditor | $9,400 | — | $9,400 |
| UNION YES FEDERAL CREDIT UNION | Other Service Provider | $7,946 | — | $7,946 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $227,023
- Estimated Expense Ratio: 2.885% 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 | $275,406 | — | $43,308 | $9,400 | — |
| 2023 | $271,224 | — | $42,180 | $9,000 | — |
| 2022 | $257,452 | — | $41,008 | — | $26,170 |