Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Floor Covering
- Sponsor EIN: 516031409
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 609
- Total Assets: $108.8M
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 | 609 | $108.8M | $4.9M | $0 |
| 2023 | 564 | $104.2M | $4.3M | $0 |
| 2022 | 478 | $97.5M | $4.2M | $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 |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $163,879 | — | $163,879 |
| VERUS ADVISORY, INC. | Other Service Provider | $90,000 | — | $90,000 |
| RAEL & LETSON | Other Service Provider | $89,317 | — | $89,317 |
| US BANK | Recordkeeper | $40,296 | — | $40,296 |
| MILLER KAPLAN ARASE LLP | Auditor | $39,200 | — | $39,200 |
| WOHLNER KAPLON CUTLER HALFORD & ROS | Other Service Provider | $31,640 | — | $31,640 |
| WASHINGTON CAPITAL MANAGEMENT INC | Other Service Provider | $29,685 | — | $29,685 |
| VOYA INVESTMENT MANAGEMENT CO. LLC | Other Service Provider | $22,329 | — | $22,329 |
| GOLDMAN SACHS | Investment Advisor | $17,937 | — | $17,937 |
| ALSWEET & ASSOCIATES | Other Service Provider | $12,833 | — | $12,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- GOLDMAN SACHS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $537,116
- Estimated Expense Ratio: 0.494% 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 | $680,793 | $185,545 | $163,879 | $39,200 | — |
| 2023 | $649,762 | $206,340 | $156,203 | $37,400 | — |
| 2022 | $765,798 | $321,150 | $152,888 | — | $144,534 |