Plan Snapshot
- Plan Sponsor: Board Of Trustees, Opeiu Locals 30 & 537
- Sponsor EIN: 956072309
- Sponsor Address: 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017
- Plan Type: DB
- Plan Number: 001
- Total Participants: 594
- Total Assets: $151.6M
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 | 594 | $151.6M | $6.5M | $0 |
| 2023 | 578 | $137.1M | $6.2M | $0 |
| 2022 | 627 | $133.1M | $5.6M | $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 |
|---|---|---|---|---|
| RAEL & LETSON | Other Service Provider | $193,784 | — | $193,784 |
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $126,359 | — | $126,359 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $85,130 | — | $85,130 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $79,681 | — | $79,681 |
| US BANK | Recordkeeper | $53,397 | — | $53,397 |
| SEGAL MARCO ADVISORS | Other Service Provider | $45,400 | — | $45,400 |
| GILBERT & SACKMAN, A LAW CORP. | Other Service Provider | $45,347 | — | $45,347 |
| CALIBRE CPA GROUP, PLLC | Auditor | $40,853 | — | $40,853 |
| MILLER KAPLAN ARASE LLP | Auditor | $32,200 | — | $32,200 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $5,017 | — | $5,017 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- US BANK — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $707,168
- Estimated Expense Ratio: 0.466% 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 | $901,668 | $258,260 | $126,359 | $32,200 | — |
| 2023 | $613,788 | $74,443 | $122,679 | $31,600 | — |
| 2022 | $927,033 | $260,358 | $119,106 | — | $326,396 |