Plan Snapshot
- Plan Sponsor: Santa Clara County Roofers Vacation Trust
- Sponsor EIN: 946401546
- Sponsor Address: 2330 WALSH AVE STE A, SANTA CLARA, CA, 950511349
- Plan Type: Health & Welfare
- Plan Number: 523
- Total Participants: 410
- Total Assets: $734,852
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 | 410 | $734,852 | $0 | $2.7M |
| 2023 | 571 | $696,172 | $0 | $2.5M |
| 2022 | 424 | $656,958 | $0 | $2.0M |
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 |
|---|---|---|---|---|
| INEICH & COMPANY, LLP | Other Service Provider | $5,500 | — | $5,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,500
- Estimated Expense Ratio: 0.748% 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 | $11,366 | — | $3,132 | $5,500 | — |
| 2023 | $14,627 | — | $6,655 | $5,000 | — |
| 2022 | $17,154 | — | $9,396 | — | $5,000 |