Plan Snapshot
- Plan Sponsor: Stearns, Conrad & Schmidt Consulting Engineers INC
- Sponsor EIN: 540913440
- Sponsor Address: 3900 KILROY AIRPORT WAY STE 300, LONG BEACH, CA, 90806
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,864
- Total Assets: $261.4M
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. |
|---|---|---|---|---|
| 2025 | 1,864 | $261.4M | $0 | $0 |
| 2024 | 1,286 | $249.4M | $15.5M | $0 |
| 2023 | 1,213 | $229.0M | $13.6M | $0 |
| 2022 | 1,078 | $210.9M | $12.4M | $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 |
|---|---|---|---|---|
| UBS | Investment Advisor | $192,487 | — | $192,487 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,487
- Estimated Expense Ratio: 0.074% 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 |
|---|---|---|---|---|---|
| 2025 | $18,963,190 | $192,487 | — | — | — |
| 2024 | $183,694 | $181,826 | — | — | — |
| 2023 | $165,968 | $164,228 | — | — | — |
| 2022 | $163,848 | $162,496 | — | — | — |