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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $78,078 | — | $78,078 |
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: $78,078
- Estimated Expense Ratio: 0.008% 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 |