# Board Of Trustees, Southern California Floor Covering Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-floor-covering-956096726-575

> Board Of Trustees, Southern California Floor Covering's Health & Welfare plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southern-california-floor-covering-956096726-575)

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