Plan Snapshot
- Plan Sponsor: Board Of Trustees, I.A.T.S.E. Local 33 Section 401(K)
- Sponsor EIN: 953954078
- Sponsor Address: 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 8,243
- Total Assets: $381.0M
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 | 8,243 | $381.0M | $5.9M | $8.1M |
| 2023 | 8,047 | $342.0M | $6.0M | $7.7M |
| 2022 | 7,477 | $295.5M | $5.7M | $7.2M |
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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $183,043 | — | $183,043 |
| GILBERT & SACKMAN | Other Service Provider | $91,505 | — | $91,505 |
| ALAN D BILLER ASSOCIATES | ERISA Attorney | $62,424 | — | $62,424 |
| MILLER KAPLAN ARASE LLP | Auditor | $34,350 | — | $34,350 |
| BERRY AND CO CPA'S | Other Service Provider | $12,428 | — | $12,428 |
| MILLIMAN, INC. | Recordkeeper | $10,000 | — | $10,000 |
| IRON MOUNTAIN | Other Service Provider | $7,919 | — | $7,919 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D BILLER ASSOCIATES — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $401,669
- Estimated Expense Ratio: 0.105% 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 | $470,539 | $62,424 | $183,043 | $34,350 | — |
| 2023 | $444,256 | $62,424 | $147,670 | $32,816 | — |
| 2022 | $401,255 | $62,424 | $140,761 | — | $107,855 |