# Board Of Trustees, Southern California Gunite Workers DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-gunite-workers-plan

> Board Of Trustees, Southern California Gunite Workers's DB plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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