Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Ccpoa Legal Defense Fund
- Sponsor EIN: 686072830
- Sponsor Address: 2515 VENTURE OAKS WAY, SUITE 200, SACRAMENTO, CA, 95833
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 26,876
- Total Assets: $9.1M
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 | $9.1M | $0 | $919,438 |
| 2023 | 27,468 | $8.5M | $0 | $926,461 |
| 2022 | 27,720 | $8.4M | $0 | $941,248 |
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 | $604,217 | — | $604,217 |
| TRUCKER HUSS, APC | ERISA Attorney | $44,040 | — | $44,040 |
| WITHUMSMITH+BROWN PC | Auditor | $23,022 | — | $23,022 |
| THE SEGAL COMPANY (WESTERN STATES) | Recordkeeper | $7,292 | — | $7,292 |
| SELLWOOD CONSULTING LLC | Other Service Provider | $6,689 | — | $6,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER HUSS, APC — ERISA Attorney
- WITHUMSMITH+BROWN PC — Auditor
- THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $685,260
- Estimated Expense Ratio: 7.511% 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 | $788,549 | $6,689 | $660,979 | $23,022 | — |
| 2023 | $668,173 | $6,640 | $568,086 | $20,835 | — |
| 2022 | $734,137 | $6,459 | $632,835 | — | $71,500 |