Plan Snapshot
- Plan Sponsor: San Diego & Imperial Counties Butchers & Food Employers Pension
- Sponsor EIN: 956047748
- Sponsor Address: 2001 CAMINO DEL RIO SOUTH, SAN DIEGO, CA, 921083603
- Plan Type: DC
- Total Participants: 22
- Total Assets: $5.2M
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 | 22 | $5.2M | $0 | $0 |
| 2023 | 28 | $4.8M | $0 | $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 |
|---|---|---|---|---|
| PKF SAN DIEGO, LLP | Auditor | $17,363 | — | $17,363 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,363
- Estimated Expense Ratio: 0.336% 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 | $38,640 | — | $10,183 | $17,363 | — |
| 2023 | $36,656 | — | — | — | $36,656 |