Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Sheet Metal
- Sponsor EIN: 330319259
- Sponsor Address: 160 W SANTA CLARA ST STE 1550, SAN JOSE, CA, 95113
- Plan Type: DC
- Total Participants: 4,074
- Total Assets: $490.0M
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 | 4,074 | $490.0M | $0 | $0 |
| 2023 | 4,054 | $444.4M | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $24,400 | — | $24,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $24,400
- Estimated Expense Ratio: 0.005% 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 | $1,487,403 | $182,623 | $136,726 | $24,400 | — |
| 2023 | $1,628,558 | $185,303 | $1,024,792 | — | $244,948 |