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

> Board Of Trustees, Southern California Lumber's DB plan: 916 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 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|NONE|$343,452|—|$343,452|

| ULLICO|NONE|$169,159|—|$169,159|

| ALAN D. BILLER & ASSOCIATES, INC.|NONE|$112,644|—|$112,644|

| NWPS|NONE|$100,800|—|$100,800|

| KRAW LAW GROUP|NONE|$96,000|—|$96,000|

| SCHRODER INV MGMT NORTH AMERICA INC|NONE|$85,145|—|$85,145|

| PRUDENTIAL INSURANCE COMPANY OF AME|NONE|$74,333|—|$74,333|

| PRINCIPAL CUSTODY SOLUTIONS|NONE|$69,659|—|$69,659|

| LOOMIS, SAYLES & COMPANY, INC.|NONE|$55,642|—|$55,642|

| BARROW, HANLEY, MEWHINNEY & STRAUSS|NONE|$52,417|—|$52,417|

| MILLER KAPLAN ARASE LLP|NONE|$44,750|—|$44,750|

| BLACKROCK INSTITUTIONAL TR CO, N.A.|NONE|$21,983|—|$21,983|

| SHANLEY, A PROFESSIONAL CORP|NONE|$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.](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [PRUDENTIAL INSURANCE COMPANY OF AME](https://planprovider.pro/provider/empower) — NONE

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

## 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|

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