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: 503
- Total Participants: 23,131
- Total Assets: $32.8M
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 | 23,131 | $32.8M | $19.1M | $0 |
| 2023 | 23,473 | $29.6M | $19.1M | $0 |
| 2022 | 23,769 | $26.4M | $19.1M | $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 |
|---|---|---|---|---|
| CCPOA BENEFIT TRUST FUND | Other Service Provider | $141,868 | — | $141,868 |
| COMMERCE PRINTING | Other Service Provider | $21,270 | — | $21,270 |
| SELLWOOD CONSULTING LLC | Other Service Provider | $14,930 | — | $14,930 |
| WITHUMSMITH+BROWN, PC | Auditor | $12,726 | — | $12,726 |
| TRUCKER HUSS, APC | ERISA Attorney | $7,515 | — | $7,515 |
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
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,309
- Estimated Expense Ratio: 0.604% 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 | $199,679 | $14,930 | $141,868 | $12,726 | — |
| 2023 | $197,544 | $13,796 | $144,256 | $11,535 | — |
| 2022 | $200,504 | $11,976 | $147,188 | — | $17,700 |