Plan Snapshot
- Plan Sponsor: Southern California Pipe Trades
- Sponsor EIN: 274271742
- Sponsor Address: 501 SHATTO PLACE, SUITE 500, LOS ANGELES, CA, 90020
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,995
- Total Assets: $42.5M
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 | 1,995 | $42.5M | $8.1M | $6.2M |
| 2023 | 2,037 | $40.2M | $8.2M | $5.9M |
| 2022 | 2,038 | $36.7M | $8.0M | $5.3M |
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 |
|---|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP | Other Service Provider | $935,060 | — | $935,060 |
| BLUE SHEILD OF CALIFORNIA | Other Service Provider | $586,505 | — | $586,505 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $111,413 | — | $111,413 |
| RAEL & LETSON | Other Service Provider | $65,521 | — | $65,521 |
| EIDE BAILLY LLP | Auditor | $49,833 | — | $49,833 |
| MILLER KAPLAN ARASE & CO. | Auditor | $40,770 | — | $40,770 |
| COUNCIL FOR AFFORDABLE QUALITY HC | Other Service Provider | $15,964 | — | $15,964 |
| SEGAL CONSULTING | Recordkeeper | $15,042 | — | $15,042 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $9,700 | — | $9,700 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $7,006 | — | $7,006 |
| BUSH GOTTLIEB | Other Service Provider | $6,795 | — | $6,795 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- MILLER KAPLAN ARASE & CO. — Auditor
- SEGAL CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,843,609
- Estimated Expense Ratio: 4.336% 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 | $1,935,567 | $118,419 | $935,060 | $59,700 | — |
| 2023 | $1,890,567 | $109,351 | $1,494,002 | $80,806 | — |
| 2022 | $1,784,782 | $120,487 | $785,738 | — | $799,051 |