# Board Of Trustees, Southern California Local 831 - DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-local-831-plan-001

> Board Of Trustees, Southern California Local 831 -'s DB plan: 1,227 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 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|NONE|$266,658|—|$266,658|

| RREEF AMERICA L.L.C.|NONE|$201,095|—|$201,095|

| US BANK|NONE|$164,879|—|$164,879|

| MILLER KAPLAN ARASE LLP|NONE|$148,550|—|$148,550|

| THE SEGAL COMPANY|NONE|$135,391|—|$135,391|

| PACIFIC SOUTHWEST ADMINISTRATORS|NONE|$118,260|—|$118,260|

| R.V. KUHNS INVESTMENT CONSULTING|NONE|$74,055|—|$74,055|

| LOOMIS, SAYLES & COMPANY, LP|NONE|$72,432|—|$72,432|

| SC CORE MANAGEMENT LTD.|NONE|$24,345|—|$24,345|

| RONALD DEAN|NONE|$22,895|—|$22,895|

| ALLSWEET ASSOCIATES|NONE|$14,764|—|$14,764|

| COHEN, WEISS AND SIMON LLP|NONE|$12,330|—|$12,330|

| ROTHNER, SEGALL & GREENSTONE|NONE|$10,737|—|$10,737|

| PENSION BENEFIT INFORMATION, LLC|NONE|$6,969|—|$6,969|

| INSTITUTIONAL SHAREHOLDER SERVICES|NONE|$5,253|—|$5,253|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE

## 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|

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