Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Ccpoa Benefit Trust Fund
- Sponsor EIN: 946459649
- Sponsor Address: 2515 VENTURE OAKS WAY, SUITE 200, SACRAMENTO, CA, 95833
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 26,876
- Total Assets: $95.2M
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 | 26,876 | $95.2M | $0 | $20.7M |
| 2023 | 27,468 | $87.8M | $0 | $19.6M |
| 2022 | 27,720 | $79.5M | $0 | $19.0M |
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 |
|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $314,881 | — | $314,881 |
| BENJAMIN SYBESMA | Other Service Provider | $306,866 | — | $306,866 |
| GUADALUPE RUIZ | Other Service Provider | $285,708 | — | $285,708 |
| DANIEL BEAMAN | Other Service Provider | $275,488 | — | $275,488 |
| JAMES BAUMILLER | Other Service Provider | $240,348 | — | $240,348 |
| SHANA POWELL | Other Service Provider | $174,482 | — | $174,482 |
| PETER SANDS | Other Service Provider | $156,611 | — | $156,611 |
| JORDAN BARGAS | Other Service Provider | $147,032 | — | $147,032 |
| ANGELA MURILLO | Other Service Provider | $145,423 | — | $145,423 |
| WITHUMSMITH+BROWN, PC | Auditor | $139,336 | — | $139,336 |
| TRUCKER HUSS, APC | ERISA Attorney | $136,645 | — | $136,645 |
| SELLWOOD CONSULTING LLC | Other Service Provider | $134,224 | — | $134,224 |
| KATHRYN KNIGHT | Other Service Provider | $131,074 | — | $131,074 |
| JOTI CHAND | Other Service Provider | $127,731 | — | $127,731 |
| LYNN NOLAND | Other Service Provider | $122,391 | — | $122,391 |
| MICHAEL JUAREZ | Other Service Provider | $121,853 | — | $121,853 |
| CADEE OHANESIAN | Other Service Provider | $117,645 | — | $117,645 |
| AMY LIVINGSTONE | Other Service Provider | $117,197 | — | $117,197 |
| MELISSA GRANDY | Other Service Provider | $116,615 | — | $116,615 |
| SHALLY SINGH | Other Service Provider | $115,906 | — | $115,906 |
| KEVIN SMALLEY | Other Service Provider | $114,670 | — | $114,670 |
| MARIETTA TANGUILEG | Other Service Provider | $111,823 | — | $111,823 |
| VERONICA SAMPSON | Other Service Provider | $111,796 | — | $111,796 |
| ZELIS PAYMENTS HOLDINGS, LLC | Other Service Provider | $111,548 | — | $111,548 |
| STEVEN HALL | Other Service Provider | $109,575 | — | $109,575 |
| GERROLD EATON | Other Service Provider | $109,239 | — | $109,239 |
| TONI VENEGAS | Other Service Provider | $103,598 | — | $103,598 |
| MELISSA ORTIZ | Other Service Provider | $103,514 | — | $103,514 |
| HYSSOP INC | Other Service Provider | $98,450 | — | $98,450 |
| TERESA CONDON | Other Service Provider | $98,249 | — | $98,249 |
| COLBEY GONSAVLES | Other Service Provider | $94,364 | — | $94,364 |
| JA'NICE CARLEY | Other Service Provider | $93,719 | — | $93,719 |
| NESTOR FARIAS | Other Service Provider | $89,235 | — | $89,235 |
| KAILYNN NEWSON | Other Service Provider | $86,040 | — | $86,040 |
| PITNEY BOWES | Other Service Provider | $82,352 | — | $82,352 |
| ASHLEY ALLEN | Other Service Provider | $80,985 | — | $80,985 |
| MEREDITH KING | Other Service Provider | $74,462 | — | $74,462 |
| TAKI BRANDON | Other Service Provider | $72,305 | — | $72,305 |
| PASHILA LY | Other Service Provider | $68,771 | — | $68,771 |
| PREMIER PRINT & MAIL | Other Service Provider | $53,304 | — | $53,304 |
| THE SEGAL COMPANY (WESTERN STATES) | Recordkeeper | $47,667 | — | $47,667 |
| SOFTCHOICE CORPORATION | Other Service Provider | $39,656 | — | $39,656 |
| JESSICA RILEY | Other Service Provider | $36,188 | — | $36,188 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $35,437 | $35,437 |
| RING CENTRAL INC | Other Service Provider | $33,493 | — | $33,493 |
| R.G. BUILDING MAINTENANCE | Other Service Provider | $33,456 | — | $33,456 |
| LORETTA DOOLEY | Other Service Provider | $31,980 | — | $31,980 |
| BLYTHECO INC | Other Service Provider | $28,580 | — | $28,580 |
| SHEPPARD MULLIN RICHTER & HAMPTON | Other Service Provider | $19,088 | — | $19,088 |
| CARSON LANDSCAPE INDUSTRIES | Other Service Provider | $19,050 | — | $19,050 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $16,889 | — | $16,889 |
| ARMIN INNOVATIVE PRODUCTS | Other Service Provider | $16,076 | — | $16,076 |
| AIR SYSTEMS SERVICE COMPANY | Other Service Provider | $15,606 | — | $15,606 |
| ADP | Other Service Provider | $14,637 | — | $14,637 |
| PACIFIC OFFICE AUTOMATION | Other Service Provider | $13,352 | — | $13,352 |
| CONSOLIDATED COMMUNICATIONS | Other Service Provider | $12,898 | — | $12,898 |
| MICROSOFT | Other Service Provider | $12,505 | — | $12,505 |
| CHARLES SCHWAB | Recordkeeper | $11,257 | — | $11,257 |
| ROBERT GARCIA | Custodian / Trustee | $9,550 | — | $9,550 |
| COMMERCE PRINTING | Other Service Provider | $9,024 | — | $9,024 |
| CHRISTOPHER GALLYER | Custodian / Trustee | $8,309 | — | $8,309 |
| SIERRA OFFICE PRODUCTS | Other Service Provider | $7,819 | — | $7,819 |
| PROFESSIONAL MARKETING SERVICES | Other Service Provider | $6,046 | — | $6,046 |
| ALLSTREAM BUSINESS US, INC. | Other Service Provider | $5,739 | — | $5,739 |
| DELTA PRINT GROUP LLC | Other Service Provider | $5,050 | — | $5,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- TRUCKER HUSS, APC — ERISA Attorney
- THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
- NORTHWEST PLAN SERVICES — Recordkeeper
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,784,807
- Estimated Expense Ratio: 6.075% 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 | $9,068,346 | $71,704 | $31,525 | $44,592 | — |
| 2023 | $8,778,027 | $121,590 | $34,486 | $43,439 | — |
| 2022 | $8,103,030 | $41,813 | $26,011 | — | $483,666 |