# Pension & Insurance Committee, Southern California Rock Products DB Plan
Source: https://planprovider.pro/companies/pension-insurance-committee-southern-california-rock-products-plan

> Pension & Insurance Committee, Southern California Rock Products's DB plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pension-insurance-committee-southern-california-rock-products-plan)

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