Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Lumber
- Sponsor EIN: 956035266
- Sponsor Address: 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017
- Plan Type: DB
- Total Participants: 916
- Total Assets: $204.7M
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 | 916 | $204.7M | $2.5M | $0 |
| 2023 | 951 | $201.9M | $2.6M | $0 |
| 2022 | 1,004 | $198.9M | $2.2M | $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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $343,452 | — | $343,452 |
| ULLICO | Other Service Provider | $169,159 | — | $169,159 |
| ALAN D. BILLER & ASSOCIATES, INC. | ERISA Attorney | $112,644 | — | $112,644 |
| NWPS | Recordkeeper | $100,800 | — | $100,800 |
| KRAW LAW GROUP | Other Service Provider | $96,000 | — | $96,000 |
| SCHRODER INV MGMT NORTH AMERICA INC | Other Service Provider | $85,145 | — | $85,145 |
| PRUDENTIAL INSURANCE COMPANY OF AME | Recordkeeper | $74,333 | — | $74,333 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $69,659 | — | $69,659 |
| LOOMIS, SAYLES & COMPANY, INC. | Other Service Provider | $55,642 | — | $55,642 |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | Other Service Provider | $52,417 | — | $52,417 |
| MILLER KAPLAN ARASE LLP | Auditor | $44,750 | — | $44,750 |
| BLACKROCK INSTITUTIONAL TR CO, N.A. | Other Service Provider | $21,983 | — | $21,983 |
| SHANLEY, A PROFESSIONAL CORP | Other Service Provider | $8,139 | — | $8,139 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D. BILLER & ASSOCIATES, INC. — ERISA Attorney
- NWPS — Recordkeeper
- PRUDENTIAL INSURANCE COMPANY OF AME — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,234,123
- Estimated Expense Ratio: 0.603% 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 | $1,550,701 | $571,323 | $343,452 | $44,750 | — |
| 2023 | $1,458,889 | $543,723 | $337,156 | $42,800 | — |
| 2022 | $1,487,999 | $588,381 | $331,621 | — | $274,397 |