Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California General Sales Employers
- Sponsor EIN: 516029991
- Sponsor Address: 2220 HYPERION AVE, LOS ANGELES, CA, 90027
- Plan Type: DB
- Total Participants: 122
- Total Assets: $85.0M
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 | 122 | $85.0M | $53,058 | $0 |
| 2023 | 135 | $88.9M | $5,464 | $0 |
| 2022 | 143 | $88.5M | $4,496 | $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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $82,033 | — | $82,033 |
| MILLER KAPLAN ARASE LLP | Auditor | $58,631 | — | $58,631 |
| SCHWARTZ STEINSAPIR DOHRMANN & SOMM | Other Service Provider | $48,303 | — | $48,303 |
| THE SEGAL COMPANY, WESTERN STATES | Recordkeeper | $41,266 | — | $41,266 |
| RVK, INC. | Other Service Provider | $39,458 | — | $39,458 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $14,070 | — | $14,070 |
| TRANSOMATIC CORPORATION | Other Service Provider | $13,793 | — | $13,793 |
| THE NORTHERN TRUST CO. | Other Service Provider | $11,935 | — | $11,935 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- THE SEGAL COMPANY, WESTERN STATES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,489
- Estimated Expense Ratio: 0.364% 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 | $700,856 | $131,491 | — | $49,676 | — |
| 2023 | $655,661 | $38,477 | — | $45,769 | — |
| 2022 | $641,416 | $46,497 | — | — | $181,222 |