Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Bricklayers
- Sponsor EIN: 956835541
- Sponsor Address: 1050 LAKES DR STE 120, WEST COVINA, CA, 91790
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,389
- Total Assets: $39.1M
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 | 2,389 | $39.1M | $1.1M | $0 |
| 2023 | 2,505 | $38.1M | $1.0M | $0 |
| 2022 | 2,616 | $36.9M | $1.3M | $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 |
|---|---|---|---|---|
| BENESYS | Other Service Provider | $83,372 | — | $83,372 |
| THE WAGNER LAW GROUP | ERISA Attorney | $72,669 | — | $72,669 |
| U.S. BANK | Recordkeeper | $29,749 | — | $29,749 |
| WITHUMSMITH+BROWN PC | Auditor | $26,668 | — | $26,668 |
| EIDE BAILLY LLP | Auditor | $22,666 | — | $22,666 |
| INVESTMENT PERFORMANCE SVCS, LLC | Other Service Provider | $20,000 | — | $20,000 |
| RREEF AMERICA L.L.C | Other Service Provider | $13,359 | — | $13,359 |
| NATIONAL INVST SVCS OF AMERICA, LLC | Other Service Provider | $11,220 | — | $11,220 |
| MILLIMAN INC. | Recordkeeper | $7,842 | — | $7,842 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- U.S. BANK — Recordkeeper
- WITHUMSMITH+BROWN PC — Auditor
- EIDE BAILLY LLP — Auditor
- MILLIMAN INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,545
- Estimated Expense Ratio: 0.735% 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 | $309,275 | $45,435 | $83,372 | $26,668 | — |
| 2023 | $249,778 | $35,557 | $78,396 | $28,278 | — |
| 2022 | $241,257 | $28,913 | $73,956 | — | $99,752 |