# Board Of Trustees, Southern California Glaziers, Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-glaziers-953040229-501

> Board Of Trustees, Southern California Glaziers,'s Health & Welfare plan: 803 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southern-california-glaziers-953040229-501)

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