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: 401(k)
- Plan Number: 001
- 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 | $3.8M | $22.1M |
| 2018 | 10,569 | $178.5M | $3.9M | $20.1M |
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 | $811,052 | — | $811,052 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $620,392 | — | $620,392 |
| EIDE BAILLY LLP | Auditor | $125,511 | — | $125,511 |
| SEGAL CONSULTING | Other Service Provider | $112,546 | — | $112,546 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $50,578 | — | $50,578 |
| BUSH GOTTLIEB | Other Service Provider | $25,809 | — | $25,809 |
| MILLER KAPLAN ARASE & CO | Auditor | $16,601 | — | $16,601 |
| KAREN PEET | Other Service Provider | $15,398 | — | $15,398 |
| KAREN HERN | Other Service Provider | $11,610 | — | $11,610 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $9,985 | — | $9,985 |
| KRAW LAW GROUP | Other Service Provider | $7,100 | — | $7,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — Recordkeeper
- EIDE BAILLY LLP — Auditor
- MILLER KAPLAN ARASE & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,806,582
- Estimated Expense Ratio: 0.447% 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 |