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
- 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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $170,160 | — | $170,160 |
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: $170,160
- Estimated Expense Ratio: 0.011% 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 |