Plan Snapshot
- Plan Sponsor: The Trustees Of The Painters &
- Sponsor EIN: 956098992
- Sponsor Address: 1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA, 900171906
- Plan Type: DB
- Plan Number: 001
- Total Participants: 388
- Total Assets: $3.0M
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 | 388 | $3.0M | $0 | $0 |
| 2024 | 394 | $3.9M | $108,719 | $0 |
| 2023 | 398 | $5.0M | $108,719 | $0 |
| 2022 | 400 | $5.9M | $97,656 | $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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $61,255 | — | $61,255 |
| VERUS | Other Service Provider | $50,000 | — | $50,000 |
| SCHWARTZ, STEINSAPIR, DORHMANN LLP | Other Service Provider | $19,988 | — | $19,988 |
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $19,664 | — | $19,664 |
| DAVID BRODY & CO. | Other Service Provider | $13,710 | — | $13,710 |
| US BANK | Other Service Provider | $10,057 | — | $10,057 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,674
- Estimated Expense Ratio: 5.907% 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 | $1,476,534 | $50,000 | $61,255 | — | — |
| 2024 | $171,593 | $40,000 | $59,456 | — | — |
| 2023 | $167,673 | $32,500 | $59,611 | — | — |
| 2022 | $159,057 | $30,000 | $59,496 | — | $31,649 |