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
- 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. |
|---|---|---|---|---|
| 2025 | 594 | $151.6M | $0 | $0 |
| 2024 | 578 | $137.1M | $0 | $0 |
| 2023 | 627 | $133.1M | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $32,200 | — | $32,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $32,200
- Estimated Expense Ratio: 0.021% 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 |
|---|---|---|---|---|---|
| 2025 | $901,668 | $258,260 | $126,359 | $32,200 | — |
| 2024 | $613,788 | $74,443 | $122,679 | $31,600 | — |
| 2023 | $927,033 | $260,358 | $119,106 | — | $326,396 |