Plan Snapshot
- Plan Sponsor: Board Of Trustees, Employers' - Warehousemen'S
- Sponsor EIN: 952238031
- Sponsor Address: 5625 S FIGUEROA ST, LOS ANGELES, CA, 90037
- Plan Type: DB
- Plan Number: 001
- Total Participants: 191
- Total Assets: $89.0M
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 | 191 | $89.0M | $2.2M | $0 |
| 2023 | 216 | $50.2M | $2.1M | $0 |
| 2022 | 222 | $50.3M | $2.1M | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $175,764 | — | $175,764 |
| MILLER KAPLAN ARASE LLP | Auditor | $136,750 | — | $136,750 |
| EMPLOYEE 1 | Recordkeeper | $114,006 | — | $114,006 |
| EMPLOYEE 2 | Recordkeeper | $92,977 | — | $92,977 |
| SELLWOOD CONSULTING LLC | Other Service Provider | $56,700 | — | $56,700 |
| COMERICA BANK | Other Service Provider | $43,338 | $2,797 | $46,135 |
| GILBERT & SACKMAN | Other Service Provider | $39,660 | — | $39,660 |
| ADVANCED COMPUTER CARE | Other Service Provider | $27,083 | — | $27,083 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- EMPLOYEE 1 — Recordkeeper
- EMPLOYEE 2 — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,075
- Estimated Expense Ratio: 0.775% 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 | $969,284 | $56,700 | — | $70,570 | — |
| 2023 | $953,435 | $54,890 | — | $56,365 | — |
| 2022 | $1,021,193 | $51,936 | — | — | $472,194 |