Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Painting &
- Sponsor EIN: 951731374
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,926
- Total Assets: $130.4M
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 | 2,926 | $130.4M | $47.9M | $218,003 |
| 2023 | 2,845 | $117.5M | $45.1M | $203,833 |
| 2022 | 2,983 | $105.3M | $46.9M | $269,854 |
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 |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $580,105 | — | $580,105 |
| BLUE CROSS OF CALIFORNIA | Other Service Provider | $247,505 | — | $247,505 |
| ALSWEET ASSOCIATES | Other Service Provider | $95,634 | — | $95,634 |
| MILLER KAPLAN ARASE LLP | Auditor | $66,000 | — | $66,000 |
| VERUS | Other Service Provider | $57,500 | — | $57,500 |
| ROTHNER, SEGALL & GREENSTONE | Other Service Provider | $53,021 | — | $53,021 |
| OXFORD RISK MGMT & INSURANCE SRVCS | Other Service Provider | $50,000 | — | $50,000 |
| US BANK | Recordkeeper | $27,326 | — | $27,326 |
| MELISSA W. COOK | Other Service Provider | $19,785 | — | $19,785 |
| MILLIMAN | Recordkeeper | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK — Recordkeeper
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,211,876
- Estimated Expense Ratio: 0.930% 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 | $1,417,891 | $57,500 | $580,105 | $48,500 | — |
| 2023 | $1,327,542 | $42,843 | $542,652 | $46,300 | — |
| 2022 | $1,279,146 | $56,291 | $455,971 | — | $284,597 |