# Board Of Trustees, Southern California Painting & 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-painting-951731374-501

> Board Of Trustees, Southern California Painting &'s 401(k) plan: 2,926 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 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southern-california-painting-951731374-501)

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