# Southern California Pipe Trades Retirement Fund DB Plan
Source: https://planprovider.pro/companies/southern-california-pipe-trades-retirement-fund-plan

> Southern California Pipe Trades Retirement Fund&#39;s DB plan: 6,644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SOUTHERN CALIFORNIA PIPE TRADES ADM|NONE|$3,764,091|—|$3,764,091|

| NEW ENGLAND PENSION CONSULTANTS|NONE|$1,322,974|—|$1,322,974|

| WASHINGTON CAPITAL|NONE|$584,155|—|$584,155|

| 400 CAPITAL MANAGEMENT|NONE|—|$532,377|$532,377|

| EIDE BAILLY LLP|NONE|$492,210|—|$492,210|

| KAYNE ANDERSON CAPITAL ADVISORS, L.|NONE|—|$458,352|$458,352|

| TRIVE CAPITAL|NONE|—|$332,340|$332,340|

| VWH CAPITAL MANAGEMENT, LP|NONE|—|$241,361|$241,361|

| RAEL & LETSON|NONE|$233,158|—|$233,158|

| JPMCB STRATEGIC PROPERTY FUND|NONE|$181,545|—|$181,545|

| NEXUS CAPITAL MANAGEMENT, LP|NONE|—|$168,151|$168,151|

| PARAMETRIC|NONE|$141,125|—|$141,125|

| BUSH GOTTLIEB A LAW CORP|NONE|$116,448|—|$116,448|

| STATE STREET GLOBAL ADVISORS TRUST|NONE|$53,731|$59,146|$112,877|

| BENTALLGREENOAK|NONE|$84,026|—|$84,026|

| MEKETA INVESTMENT GROUP|NONE|$83,636|—|$83,636|

| BLUE TORCH|NONE|—|$70,772|$70,772|

| MGG INVESTMENT GROUP LP|NONE|—|$68,294|$68,294|

| US BANK|NONE|$64,853|—|$64,853|

| CRESCENT CAPITAL GROUP LP|NONE|—|$63,830|$63,830|

| MILLER, KAPLAN, ARASE|NONE|$61,982|—|$61,982|

| WITHUM SMITH+BROWN|NONE|$56,160|—|$56,160|

| SEGAL CONSULTING|NONE|$47,320|—|$47,320|

| ODONOGHUE & ODONOGHUE|NONE|$39,009|—|$39,009|

| LANDMARK EQUITY ADVISORS LLC|NONE|—|$32,359|$32,359|

| KRAW LAW GROUP|NONE|$21,798|—|$21,798|

| MARSH MCLENNAN AGENCY, LLC|NONE|—|$21,614|$21,614|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

- [JPMCB STRATEGIC PROPERTY FUND](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [MILLER, KAPLAN, ARASE](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [MARSH MCLENNAN AGENCY, LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

## 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|

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