Plan Snapshot
- Plan Sponsor: Board Of Trustees, Riverside Sheriffs' Association
- Sponsor EIN: 336200313
- Sponsor Address: 21810 CACTUS AVE, RIVERSIDE, CA, 92518
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,431
- Total Assets: $6.4M
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 | 3,431 | $6.4M | $0 | $2.0M |
| 2023 | 3,359 | $5.9M | $0 | $2.0M |
| 2022 | 3,228 | $5.1M | $2.0M | $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 |
|---|---|---|---|---|
| SYRIOS WEALTH MANAGEMENT GROUP | Other Service Provider | $49,328 | — | $49,328 |
| SALTZMAN & JOHNSON | Other Service Provider | $40,050 | — | $40,050 |
| MILLER KAPLAN ARASE LLP | Auditor | $35,400 | — | $35,400 |
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: $124,778
- Estimated Expense Ratio: 1.938% 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 | $621,221 | $49,328 | — | $35,400 | — |
| 2023 | $519,154 | $37,160 | $75,132 | $35,400 | — |
| 2022 | $489,871 | $37,399 | — | — | $73,447 |