Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Gunite Workers
- Sponsor EIN: 954354179
- Sponsor Address: 1123 PARK VIEW DR STE 200, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 349
- Total Assets: $81.5M
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 | 349 | $81.5M | $4.4M | $0 |
| 2023 | 364 | $75.7M | $4.7M | $0 |
| 2022 | 357 | $68.8M | $4.7M | $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 |
|---|---|---|---|---|
| VERUS ADIVOSRY, INC. | NONE | $90,000 | — | $90,000 |
| HORIZON ACTUARIAL SERVICES | NONE | $75,316 | — | $75,316 |
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $61,956 | — | $61,956 |
| MILLER KAPLAN ARASE LLP | NONE | $21,000 | — | $21,000 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $17,439 | — | $17,439 |
| REICH, ADELL & CVITAN | NONE | $16,989 | — | $16,989 |
| VOYA INVESTMENT TRUST COMPANY | NONE | $6,962 | — | $6,962 |
| CLTFSC, LLC | NONE | $6,126 | — | $6,126 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — NONE
- U.S. BANK NATIONAL ASSOCIATION — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,788
- Estimated Expense Ratio: 0.363% 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 | $346,101 | $114,401 | $61,956 | $21,000 | — |
| 2023 | $369,619 | $111,804 | $59,008 | $20,300 | — |
| 2022 | $359,095 | $153,632 | $57,288 | — | $106,037 |