Plan Snapshot
- Plan Sponsor: Board Of Trustees, Inland Refrigeration And Air
- Sponsor EIN: 956115404
- Sponsor Address: 501 SHATTO PL STE 500, LOS ANGELES, CA, 90020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 205
- Total Assets: $4.4M
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 | 205 | $4.4M | $5.5M | $27,072 |
| 2023 | 189 | $3.8M | $5.3M | $5,617 |
| 2022 | 177 | $3.3M | $4.7M | $7,811 |
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 | $48,572 | — | $48,572 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $45,163 | — | $45,163 |
| ALAN BILLER & ASSOCIATES, INC. | ERISA Attorney | $15,600 | — | $15,600 |
| GILBERT & SACKMAN, A LAW CORP. | Other Service Provider | $14,909 | — | $14,909 |
| S.C. PIPE TRADES ADMIN. CORP. | Other Service Provider | $9,387 | — | $9,387 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- ALAN BILLER & ASSOCIATES, INC. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,631
- Estimated Expense Ratio: 3.043% 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 | $146,579 | $15,600 | $9,387 | $14,100 | — |
| 2023 | $117,664 | $15,600 | $9,372 | $13,550 | — |
| 2022 | $103,814 | $15,600 | $9,372 | — | $71,079 |