# Board Of Trustees, San Diego Electrical Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-diego-electrical-annuity-plan-plan

> Board Of Trustees, San Diego Electrical Annuity Plan&#39;s DC plan: 11,893 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, San Diego Electrical Annuity Plan

- **Sponsor EIN:** 336162626

- **Sponsor Address:** 3444 CAMINO DEL RIO N STE 100, SAN DIEGO, CA, 92108

- **Plan Type:** DC

- **Total Participants:** 11,893

- **Total Assets:** $169.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11,893|$169.5M|$2.0M|$13.6M|

| 2023|11,608|$148.4M|$2.9M|$12.9M|

| 2022|11,761|$122.5M|$3.1M|$13.1M|

## 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|

| PKF LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$526,763|—|$526,763|—|—|

| 2023|$496,458|$473,113|$23,345|—|—|

| 2022|$467,723|$445,817|$21,506|—|$400|

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