Plan Snapshot
- Plan Sponsor: Southern California Pipe Trades Retirement Fund
- Sponsor EIN: 516108443
- Sponsor Address: 501 SHATTO PLACE, SUITE 500, LOS ANGELES, CA, 900201713
- Plan Type: DB
- Plan Number: 001
- Total Participants: 6,644
- Total Assets: $1.6B
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 | 6,644 | $1.6B | $117.7M | $0 |
| 2023 | 6,611 | $1.4B | $118.5M | $0 |
| 2022 | 6,346 | $1.3B | $110.9M | $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 |
|---|---|---|---|---|
| SOUTHERN CALIFORNIA PIPE TRADES ADM | Other Service Provider | $3,764,091 | — | $3,764,091 |
| NEW ENGLAND PENSION CONSULTANTS | Other Service Provider | $1,322,974 | — | $1,322,974 |
| WASHINGTON CAPITAL | Other Service Provider | $584,155 | — | $584,155 |
| 400 CAPITAL MANAGEMENT | Other Service Provider | — | $532,377 | $532,377 |
| EIDE BAILLY LLP | Auditor | $492,210 | — | $492,210 |
| KAYNE ANDERSON CAPITAL ADVISORS, L. | Other Service Provider | — | $458,352 | $458,352 |
| TRIVE CAPITAL | Other Service Provider | — | $332,340 | $332,340 |
| VWH CAPITAL MANAGEMENT, LP | Other Service Provider | — | $241,361 | $241,361 |
| RAEL & LETSON | Other Service Provider | $233,158 | — | $233,158 |
| JPMCB STRATEGIC PROPERTY FUND | Recordkeeper | $181,545 | — | $181,545 |
| NEXUS CAPITAL MANAGEMENT, LP | Other Service Provider | — | $168,151 | $168,151 |
| PARAMETRIC | Other Service Provider | $141,125 | — | $141,125 |
| BUSH GOTTLIEB A LAW CORP | Other Service Provider | $116,448 | — | $116,448 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $53,731 | $59,146 | $112,877 |
| BENTALLGREENOAK | Other Service Provider | $84,026 | — | $84,026 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $83,636 | — | $83,636 |
| BLUE TORCH | Other Service Provider | — | $70,772 | $70,772 |
| MGG INVESTMENT GROUP LP | Other Service Provider | — | $68,294 | $68,294 |
| US BANK | Recordkeeper | $64,853 | — | $64,853 |
| CRESCENT CAPITAL GROUP LP | Other Service Provider | — | $63,830 | $63,830 |
| MILLER, KAPLAN, ARASE | Auditor | $61,982 | — | $61,982 |
| WITHUM SMITH+BROWN | Other Service Provider | $56,160 | — | $56,160 |
| SEGAL CONSULTING | Other Service Provider | $47,320 | — | $47,320 |
| ODONOGHUE & ODONOGHUE | Other Service Provider | $39,009 | — | $39,009 |
| LANDMARK EQUITY ADVISORS LLC | Other Service Provider | — | $32,359 | $32,359 |
| KRAW LAW GROUP | Other Service Provider | $21,798 | — | $21,798 |
| MARSH MCLENNAN AGENCY, LLC | Investment Advisor | — | $21,614 | $21,614 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
- JPMCB STRATEGIC PROPERTY FUND — Recordkeeper
- US BANK — Recordkeeper
- MILLER, KAPLAN, ARASE — Auditor
- MARSH MCLENNAN AGENCY, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,396,817
- Estimated Expense Ratio: 0.596% 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 | $8,425,874 | $2,451,192 | $3,764,091 | $170,160 | — |
| 2023 | $8,394,488 | $2,677,422 | $3,481,887 | $102,669 | — |
| 2022 | $7,981,729 | $3,327,212 | $3,129,674 | — | $828,268 |