Plan Snapshot
- Plan Sponsor: Board Of Trustees Southern California Plastering Institute
- Sponsor EIN: 516052141
- Sponsor Address: 1325 NORTH GRAND AVENUE, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 425
- Total Assets: $100.1M
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 | 425 | $100.1M | $7.1M | $0 |
| 2023 | 482 | $91.7M | $6.4M | $0 |
| 2022 | 503 | $82.3M | $6.5M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $322,043 | — | $322,043 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $115,977 | — | $115,977 |
| BERRY & CO., CPA'S LTD | Other Service Provider | $94,059 | — | $94,059 |
| AMERICAN REALTY ADVISORS, LLC | Other Service Provider | $92,177 | — | $92,177 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $90,750 | — | $90,750 |
| WOHLNER KAPLON CUTLER HALFORD ET AL | Other Service Provider | $74,362 | — | $74,362 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $57,557 | — | $57,557 |
| U.S. BANK, N.A. | Recordkeeper | $51,887 | — | $51,887 |
| AMALGAMATED BANK | Other Service Provider | $13,840 | — | $13,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $912,652
- Estimated Expense Ratio: 0.912% 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 | $944,189 | $179,893 | $322,043 | $36,500 | — |
| 2023 | $837,385 | $131,646 | $311,728 | $56,399 | — |
| 2022 | $779,256 | $132,701 | $300,209 | — | $203,532 |