# Board Of Trustees, Southern California United Food DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-united-food-plan

> Board Of Trustees, Southern California United Food&#39;s DB plan: 9,388 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 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|NONE|$540,928|—|$540,928|

| DODGE & COX|NONE|$528,262|—|$528,262|

| PACIFIC INVESTMENT MGMT COMPANY LLC|NONE|$265,081|—|$265,081|

| ROBECO INVESTMENT MGMT COMPANY|NONE|$212,557|—|$212,557|

| HOISINGTON INVESTMENT MANAGEMENT CO|NONE|$185,199|—|$185,199|

| THE SEGAL COMPANY, WESTERN STATES|NONE|$146,353|—|$146,353|

| THE NORTHERN TRUST CO.|NONE|$107,034|—|$107,034|

| MILLER KAPLAN ARASE LLP|NONE|$92,162|—|$92,162|

| SCHWARTZ STEINSAPIR DOHRMANN & SOMM|NONE|$79,254|—|$79,254|

| RVK, INC.|NONE|$74,407|—|$74,407|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$60,970|—|$60,970|

| TRANSOMATIC CORPORATION|NONE|$50,024|—|$50,024|

| JOHN YOUNG|EMPLOYEE|$42,814|—|$42,814|

| SEYFARTH SHAW LLP|NONE|$32,549|—|$32,549|

| DAVID PIDLAOAN|NONE|$28,852|—|$28,852|

| ELIZABETH ELLIOT|EMPLOYEE|$25,747|—|$25,747|

| MARK MAY|EMPLOYEE|$25,298|—|$25,298|

| TPX COMMUNICATIONS|NONE|$20,631|—|$20,631|

| A & A MAILING AND FULFILLMENT, INC.|NONE|$18,242|—|$18,242|

| UNION GRAPHICS, LLC|NONE|$18,193|—|$18,193|

| ADP, LLC|NONE|$16,090|—|$16,090|

| CONTINENTAL BUILDING MAINTENANCE|NONE|$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](https://planprovider.pro/provider/milliman) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [JOHN YOUNG](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [DAVID PIDLAOAN](https://planprovider.pro/provider/john-hancock) — NONE

- [ELIZABETH ELLIOT](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MARK MAY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

## 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|

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

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