Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Concrete Block Employers Tr
- Sponsor EIN: 954179665
- Sponsor Address: 11374 TUXFORD STREET, SUN VALLEY, CA, 913522636
- Plan Type: DB
- Total Participants: 195
- Total Assets: $22.9M
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 | 195 | $22.9M | $880,000 | $0 |
| 2023 | 255 | $21.7M | $980,000 | $0 |
| 2022 | 271 | $19.5M | $780,000 | $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 |
|---|---|---|---|---|
| CASKEY, MANDELL, KARP & BLOCK LLP | Auditor | $34,500 | — | $34,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,500
- Estimated Expense Ratio: 0.150% 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 | $286,149 | — | $149,981 | $34,500 | — |
| 2023 | $263,660 | — | $72,120 | $30,000 | — |
| 2022 | $279,165 | $69,612 | $68,320 | — | $119,665 |