# Board Of Trustees, Opeiu Locals 30 And 537 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-opeiu-locals-30-and-537-956047601-501

> Board Of Trustees, Opeiu Locals 30 And 537's 401(k) plan: 1,221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Opeiu Locals 30 And 537

- **Sponsor EIN:** 956047601

- **Sponsor Address:** 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,221

- **Total Assets:** $15.2M

## 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|1,221|$15.2M|$6.6M|$308,650|

| 2023|1,235|$14.5M|$7.3M|$374,823|

| 2022|1,335|$12.9M|$7.7M|$410,694|

## 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|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$445,468|—|$445,468|

| EXPRESS SCRIPTS|Other Service Provider|$226,648|—|$226,648|

| RAEL & LETSON|Other Service Provider|$85,574|—|$85,574|

| CALIBRE CPA|Other Service Provider|$38,853|—|$38,853|

| MILLER KAPLAN ARASE LLP|Auditor|$31,800|—|$31,800|

| GILBERT & SACKMAN, A LAW CORP|Other Service Provider|$27,575|—|$27,575|

| US BANK OF CALIFORNIA|Other Service Provider|$16,854|—|$16,854|

| SEGAL ADVISORS|Other Service Provider|$10,200|—|$10,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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:** $882,972

- **Estimated Expense Ratio:** 5.792% 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|$770,678|$10,200|$445,468|$27,000|—|

| 2023|$658,240|$10,200|$432,494|$24,800|—|

| 2022|$717,664|$10,200|$419,897|—|$203,248|

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