Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Above Named Plan
- Sponsor EIN: 954766609
- Sponsor Address: 1325 NORTH GRAND AVENUE, COVINA, CA, 917244044
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 430
- Total Assets: $3.2M
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 | 430 | $3.2M | $3.3M | $0 |
| 2023 | 435 | $2.8M | $2.7M | $0 |
| 2022 | 398 | $2.7M | $3.1M | $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 |
|---|---|---|---|---|
| BERRY & CO., CPA'S LTD | Other Service Provider | $18,376 | — | $18,376 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $18,230 | — | $18,230 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,606
- Estimated Expense Ratio: 1.145% 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 | $44,586 | — | $18,230 | $18,000 | — |
| 2023 | $45,950 | — | $17,715 | $20,000 | — |
| 2022 | $37,047 | — | $17,132 | — | $11,450 |