# Board Of Trustees Of The Ccpoa Legal Defense Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ccpoa-legal-defense-fund-686072830-501

> Board Of Trustees Of The Ccpoa Legal Defense Fund's Health & Welfare plan: 26,876 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [WITHUMSMITH+BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [THE SEGAL COMPANY (WESTERN STATES)](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ccpoa-legal-defense-fund-686072830-501)

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