Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Glaziers,
- Sponsor EIN: 953040229
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 803
- Total Assets: $27.7M
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 | 803 | $27.7M | $20.6M | $88,525 |
| 2023 | 798 | $24.9M | $17.5M | $103,505 |
| 2022 | 900 | $25.5M | $17.5M | $118,564 |
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 | $107,984 | — | $107,984 |
| WOHLNER, KAPLON, ET AL. | Other Service Provider | $66,311 | — | $66,311 |
| MILLER KAPLAN ARASE LLP | Auditor | $34,200 | — | $34,200 |
| ALSWEET ASSOCIATES | Other Service Provider | $33,312 | — | $33,312 |
| OXFORD INSURANCE & RISK MANAGEMENT | Other Service Provider | $30,000 | — | $30,000 |
| US BANK | Recordkeeper | $28,825 | — | $28,825 |
| SEGAL CONSULTING | Other Service Provider | $20,867 | — | $20,867 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $321,499
- Estimated Expense Ratio: 1.159% 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 | $403,361 | $25,167 | $107,984 | $34,200 | — |
| 2023 | $389,204 | $25,057 | $106,238 | $32,600 | — |
| 2022 | $344,519 | $33,240 | $105,730 | — | $132,206 |