Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California United Food
- Sponsor EIN: 516029925
- Sponsor Address: 2220 HYPERION AVE, LOS ANGELES, CA, 90027
- Plan Type: DB
- Total Participants: 9,388
- Total Assets: $927.5M
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 | 9,388 | $927.5M | $17.4M | $0 |
| 2023 | 10,539 | $883.9M | $19.4M | $0 |
| 2022 | 11,230 | $798.0M | $19.9M | $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 |
|---|---|---|---|---|
| TCW ASSET MANAGEMENT COMPANY | Other Service Provider | $540,928 | — | $540,928 |
| DODGE & COX | Other Service Provider | $528,262 | — | $528,262 |
| PACIFIC INVESTMENT MGMT COMPANY LLC | Other Service Provider | $265,081 | — | $265,081 |
| ROBECO INVESTMENT MGMT COMPANY | Other Service Provider | $212,557 | — | $212,557 |
| HOISINGTON INVESTMENT MANAGEMENT CO | Other Service Provider | $185,199 | — | $185,199 |
| THE SEGAL COMPANY, WESTERN STATES | Recordkeeper | $146,353 | — | $146,353 |
| THE NORTHERN TRUST CO. | Other Service Provider | $107,034 | — | $107,034 |
| MILLER KAPLAN ARASE LLP | Auditor | $92,162 | — | $92,162 |
| SCHWARTZ STEINSAPIR DOHRMANN & SOMM | Other Service Provider | $79,254 | — | $79,254 |
| RVK, INC. | Other Service Provider | $74,407 | — | $74,407 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $60,970 | — | $60,970 |
| TRANSOMATIC CORPORATION | Other Service Provider | $50,024 | — | $50,024 |
| JOHN YOUNG | Recordkeeper | $42,814 | — | $42,814 |
| SEYFARTH SHAW LLP | Investment Advisor | $32,549 | — | $32,549 |
| DAVID PIDLAOAN | Recordkeeper | $28,852 | — | $28,852 |
| ELIZABETH ELLIOT | Recordkeeper | $25,747 | — | $25,747 |
| MARK MAY | Recordkeeper | $25,298 | — | $25,298 |
| TPX COMMUNICATIONS | Other Service Provider | $20,631 | — | $20,631 |
| A & A MAILING AND FULFILLMENT, INC. | Other Service Provider | $18,242 | — | $18,242 |
| UNION GRAPHICS, LLC | Other Service Provider | $18,193 | — | $18,193 |
| ADP, LLC | Other Service Provider | $16,090 | — | $16,090 |
| CONTINENTAL BUILDING MAINTENANCE | Other Service Provider | $5,338 | — | $5,338 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY, WESTERN STATES — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- JOHN YOUNG — Recordkeeper
- SEYFARTH SHAW LLP — Investment Advisor
- DAVID PIDLAOAN — Recordkeeper
- ELIZABETH ELLIOT — Recordkeeper
- MARK MAY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,575,985
- Estimated Expense Ratio: 0.278% 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 | $4,635,307 | $1,806,433 | — | $78,078 | — |
| 2023 | $4,376,104 | $1,633,003 | — | $80,330 | — |
| 2022 | $4,311,130 | $1,702,831 | — | — | $308,140 |