# Board Of Trustees, San Luis Obispo County Electrical Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-luis-obispo-county-electrical-770123661-502

> Board Of Trustees, San Luis Obispo County Electrical's Health & Welfare plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, San Luis Obispo County Electrical

- **Sponsor EIN:** 770123661

- **Sponsor Address:** 6363 EDNA RD, SAN LUIS OBISPO, CA, 93401

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 48

- **Total Assets:** $2.9M

## 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|48|$2.9M|$347,124|$0|

| 2023|48|$2.7M|$307,912|$0|

| 2022|44|$2.4M|$326,452|$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|

| EMPLOYEES|Recordkeeper|$184,269|—|$184,269|

| ELECTRICAL TRAINING ALLIANCE|Other Service Provider|$31,754|—|$31,754|

| IBEW LOCAL UNION 639|Other Service Provider|$30,000|—|$30,000|

| MILLER KAPLAN ARASE LLP|Auditor|$12,754|—|$12,754|

| STRATEGY WORKPLACE COMMUNICATIONS|Other Service Provider|$7,547|—|$7,547|

### Verified Provider Profiles

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

- [EMPLOYEES](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [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:** $266,324

- **Estimated Expense Ratio:** 9.116% 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|$394,228|—|—|—|—|

| 2023|$407,113|—|—|—|—|

| 2022|$374,906|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-san-luis-obispo-county-electrical-770123661-502)

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