Plan Snapshot
- Plan Sponsor: Scufcw Joint Benfit Funds LLC
- Sponsor EIN: 743243950
- Sponsor Address: 6425 KATELLA AVENUE, CYPRESS, CA, 90630
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $10.1M | $0 | $673,246 |
| 2023 | 170 | $9.3M | $0 | $612,729 |
| 2022 | 160 | $8.6M | $0 | $607,040 |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,696 | $25,099 | — | — | — |
| 2023 | $41,684 | $21,997 | — | — | — |
| 2022 | $43,059 | $22,298 | — | — | — |