Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Lumber
- Sponsor EIN: 956035120
- Sponsor Address: 1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,328
- Total Assets: $10.6M
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 | 1,328 | $10.6M | $14.7M | $168,572 |
| 2023 | 1,397 | $12.4M | $14.9M | $23,401 |
| 2022 | 1,511 | $13.7M | $14.8M | $39,994 |
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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $587,261 | — | $587,261 |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | Other Service Provider | $121,782 | — | $121,782 |
| MILLIMAN USA | Recordkeeper | $88,500 | — | $88,500 |
| KRAW LAW GROUP | Other Service Provider | $51,000 | — | $51,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $34,800 | — | $34,800 |
| OPTUM RX, INC. | Other Service Provider | $13,103 | — | $13,103 |
| SHANLEY, A LAW CORP | Other Service Provider | $9,372 | — | $9,372 |
| ROLAND CRISS | Other Service Provider | $5,900 | — | $5,900 |
| BERRY & CO, CPA'S | Other Service Provider | $5,830 | — | $5,830 |
| US BANK | Recordkeeper | $5,821 | — | $5,821 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $5,201 | — | $5,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $928,570
- Estimated Expense Ratio: 8.798% 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 | $886,044 | — | $587,261 | $34,800 | — |
| 2023 | $948,263 | — | $579,227 | $31,350 | — |
| 2022 | $863,522 | $4,116 | $569,875 | — | $176,935 |