Plan Snapshot
- Plan Sponsor: Southern California Pipe Trades Defined
- Sponsor EIN: 954388338
- Sponsor Address: 501 SHATTO PLACE, SUITE 500, LOS ANGELES, CA, 900201713
- Plan Type: DC
- Total Participants: 13,030
- Total Assets: $404.5M
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 | 13,030 | $404.5M | $5.5M | $26.6M |
| 2023 | 11,091 | $339.9M | $6.1M | $25.7M |
| 2022 | 10,598 | $274.1M | $6.4M | $23.9M |
| 2019 | 10,931 | $229.4M | $0 | $0 |
| 2018 | 10,569 | $178.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $24,500 | — | $24,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,500
- Estimated Expense Ratio: 0.006% 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 | $1,929,526 | $9,985 | $811,052 | $24,500 | — |
| 2023 | $1,680,487 | $9,685 | $734,608 | $22,700 | — |
| 2022 | $1,384,797 | $592,649 | $649,936 | — | $88,886 |
| 2019 | $1,234,902 | $556,779 | $581,344 | — | $61,225 |
| 2018 | $1,182,847 | $536,195 | $552,072 | — | $56,729 |