Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Local 831 -
- Sponsor EIN: 956376874
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 1,227
- Total Assets: $489.3M
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 | 1,227 | $489.3M | $24.3M | $0 |
| 2023 | 1,126 | $459.2M | $20.0M | $0 |
| 2022 | 1,042 | $431.0M | $15.5M | $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 |
|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other Service Provider | $266,658 | — | $266,658 |
| RREEF AMERICA L.L.C. | Other Service Provider | $201,095 | — | $201,095 |
| US BANK | Recordkeeper | $164,879 | — | $164,879 |
| MILLER KAPLAN ARASE LLP | Auditor | $148,550 | — | $148,550 |
| THE SEGAL COMPANY | Recordkeeper | $135,391 | — | $135,391 |
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $118,260 | — | $118,260 |
| R.V. KUHNS INVESTMENT CONSULTING | Other Service Provider | $74,055 | — | $74,055 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $72,432 | — | $72,432 |
| SC CORE MANAGEMENT LTD. | Other Service Provider | $24,345 | — | $24,345 |
| RONALD DEAN | Other Service Provider | $22,895 | — | $22,895 |
| ALLSWEET ASSOCIATES | Other Service Provider | $14,764 | — | $14,764 |
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $12,330 | — | $12,330 |
| ROTHNER, SEGALL & GREENSTONE | Other Service Provider | $10,737 | — | $10,737 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $6,969 | — | $6,969 |
| INSTITUTIONAL SHAREHOLDER SERVICES | Other Service Provider | $5,253 | — | $5,253 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,278,613
- Estimated Expense Ratio: 0.261% 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 | $1,487,711 | $644,064 | $118,260 | $148,550 | — |
| 2023 | $1,451,723 | $683,320 | $114,816 | $128,400 | — |
| 2022 | $1,914,469 | $498,235 | $137,863 | — | $304,263 |