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, 95883
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 8,274
- Total Assets: $38.8M
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 | 8,274 | $38.8M | $0 | $5.4M |
| 2023 | 8,117 | $37.4M | $0 | $5.2M |
| 2022 | 7,779 | $35.7M | $0 | $5.1M |
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 |
|---|---|---|---|---|
| CCPOA BENFIT TRUST FUND | Other Service Provider | $1,481,248 | — | $1,481,248 |
| LEGAL SERVICE BUREAU INC. | Other Service Provider | $47,879 | — | $47,879 |
| TRUCKER HUSS, APC | ERISA Attorney | $44,125 | — | $44,125 |
| SELLWOOD CONSULTING LLC | Other Service Provider | $30,865 | — | $30,865 |
| THE SEGAL COMPANY (WESTERN STATES) | Recordkeeper | $29,230 | — | $29,230 |
| WITHUMSMITH+BROWN, PC | Auditor | $12,726 | — | $12,726 |
| CORNERSTONE STAFFING SOLUTIONS, INC | Other Service Provider | $10,353 | — | $10,353 |
| DELTA PRINT GROUP, LLC | Other Service Provider | $7,799 | — | $7,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER HUSS, APC — ERISA Attorney
- THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,664,225
- Estimated Expense Ratio: 4.285% 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 | $1,902,718 | $30,865 | $1,705,240 | $12,726 | — |
| 2023 | $1,737,941 | $28,635 | $1,502,808 | $11,535 | — |
| 2022 | $1,569,371 | $25,627 | $1,323,487 | — | $192,669 |