# Santa Clara County Roofers Vacation Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/santa-clara-county-roofers-vacation-trust-946401546-523

> Santa Clara County Roofers Vacation Trust's Health & Welfare plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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