Plan Snapshot
- Plan Sponsor: Seiu-Usww And San Diego County Employers Trust Fund
- Sponsor EIN: 680496395
- Sponsor Address: 1055 PARK VIEW DRIVE SUITE 111, COVINA, CA, 91724
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 516
- Total Assets: $12.1M
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 | 516 | $12.1M | $7.2M | $15,159 |
| 2023 | 672 | $10.7M | $6.1M | $460 |
| 2022 | 657 | $10.8M | $5.7M | $7,005 |
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 | Other Service Provider | $92,771 | — | $92,771 |
| REICH, ADELL & CVITAN | Other Service Provider | $46,456 | — | $46,456 |
| RAEL & LETSON | Other Service Provider | $43,240 | — | $43,240 |
| MCMORGAN & COMPANY LLC | Other Service Provider | $38,562 | — | $38,562 |
| NATIONAL COMPLIANCE SERVICES | Other Service Provider | $14,280 | — | $14,280 |
| HENNINGFIELD & ASSOCIATES, INC | Auditor | $13,973 | — | $13,973 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENNINGFIELD & ASSOCIATES, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,282
- Estimated Expense Ratio: 2.067% 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 | $289,137 | $38,562 | $92,771 | $13,973 | — |
| 2023 | $301,340 | $36,825 | $98,615 | $10,000 | — |
| 2022 | $285,778 | $39,143 | $88,583 | — | $119,167 |