Plan Snapshot
- Plan Sponsor: Pension & Insurance Committee, Southern California Rock Products
- Sponsor EIN: 510190581
- Sponsor Address: RETIREMENT PLAN, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 11
- Total Assets: $29.5M
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 | 11 | $29.5M | $73,803 | $0 |
| 2023 | 11 | $28.8M | $87,306 | $0 |
| 2022 | 11 | $111.5M | $85,475 | $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 |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $96,322 | — | $96,322 |
| HORIZON ACTUARIAL SERVICES, LLC | NONE | $64,982 | — | $64,982 |
| RBC WEALTH MANAGEMENT | NONE | $29,359 | — | $29,359 |
| MILLER KAPLAN ARASE LLP | NONE | $28,300 | — | $28,300 |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | NONE | $23,691 | — | $23,691 |
| NORTHERN TRUST CORPORATION | NONE | $13,677 | — | $13,677 |
| BAA CAPITAL ADVISORS, INC | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — NONE
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,331
- Estimated Expense Ratio: 0.886% 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 | $330,677 | $43,036 | $96,322 | $28,300 | — |
| 2023 | $577,114 | $144,115 | $84,471 | $27,300 | — |
| 2022 | $692,000 | $408,054 | $86,706 | — | $105,688 |