Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Floor Covering
- Sponsor EIN: 956096726
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: Health & Welfare
- Plan Number: 575
- Total Participants: 593
- Total Assets: $9.6M
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 | 593 | $9.6M | $8.3M | $80,793 |
| 2023 | 622 | $7.6M | $7.0M | $31,245 |
| 2022 | 586 | $6.3M | $5.5M | $39,331 |
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 |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $147,498 | — | $147,498 |
| WOHLNER KAPLON CUTLER HALFORD | Other Service Provider | $43,689 | — | $43,689 |
| OXFORD INSURANCE & RISK MANAGEMENT | Other Service Provider | $30,000 | — | $30,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $24,300 | — | $24,300 |
| RAEL & LETSON | Other Service Provider | $16,200 | — | $16,200 |
| VERUS ADVISORY, INC. | Other Service Provider | $15,000 | — | $15,000 |
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: $276,687
- Estimated Expense Ratio: 2.881% 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 | $346,001 | $16,042 | $147,498 | $24,300 | — |
| 2023 | $310,943 | $17,088 | $140,682 | $23,200 | — |
| 2022 | $317,538 | $19,475 | $136,974 | — | $105,623 |