Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Above Named Plan
- Sponsor EIN: 951917053
- Sponsor Address: 1325 NORTH GRAND AVENUE, COVINA, CA, 917244044
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 458
- Total Assets: $14.2M
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 | 458 | $14.2M | $7.3M | $42,467 |
| 2023 | 442 | $14.2M | $6.7M | $28,934 |
| 2022 | 405 | $13.3M | $7.2M | $12,791 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $232,821 | — | $232,821 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $57,204 | — | $57,204 |
| BERRY & CO., CPA'S LTD | Other Service Provider | $53,102 | — | $53,102 |
| WOHLNER KAPLON CUTLER HALFORD ET AL | Other Service Provider | $45,828 | — | $45,828 |
| U.S. BANK, N.A. | Recordkeeper | $26,039 | — | $26,039 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $6,518 | — | $6,518 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $421,512
- Estimated Expense Ratio: 2.958% 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 | $470,362 | $6,518 | $232,821 | $29,000 | — |
| 2023 | $445,143 | $5,500 | $227,293 | $44,339 | — |
| 2022 | $411,320 | $29,276 | $220,592 | — | $120,216 |