# Board Of Trustees Of Above Named Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-above-named-plan-954766609-501

> Board Of Trustees Of Above Named Plan's Health & Welfare plan: 430 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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