Plan Snapshot
- Plan Sponsor: Board Of Trustees, Employers - Local 1167 Joint
- Sponsor EIN: 956496242
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 0
- Total Assets: $7.4M
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 | 0 | $7.4M | $347,260 | $0 |
| 2023 | 0 | $7.3M | $347,260 | $0 |
| 2022 | 0 | $7.1M | $347,260 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $39,500 | — | $39,500 |
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: $39,500
- Estimated Expense Ratio: 0.533% 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 | $241,967 | $27,283 | $57,770 | $39,500 | — |
| 2023 | $245,079 | $26,779 | $57,011 | $38,900 | — |
| 2022 | $247,063 | $27,661 | $59,620 | — | $101,043 |