# Trustees Of California Assoc. Of Golf And Private Clubs Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-california-assoc-of-golf-and-private-clubs-welfare-816716859-501

> Trustees Of California Assoc. Of Golf And Private Clubs Welfare's Health & Welfare plan: 38,318 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of California Assoc. Of Golf And Private Clubs Welfare

- **Sponsor EIN:** 816716859

- **Sponsor Address:** P.O. BOX 4, DIABLO, CA, 945280004

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 38,318

- **Total Assets:** $1.8M

## 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|38,318|$1.8M|$115.2M|$901,363|

| 2023|60,743|$713,297|$116.2M|$920,114|

| 2022|36,578|$397,091|$97.4M|$813,367|

## 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|

| ACRISURE, LLC|Other Service Provider|$15,599,852|—|$15,599,852|

| EMPLOYEE BENEFIT SPECIALIST|Recordkeeper|$709,879|—|$709,879|

| WITHUMSMITH+BROWN, PC|Auditor|—|$20,696|$20,696|

### Verified Provider Profiles

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

- [EMPLOYEE BENEFIT SPECIALIST](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,330,427

- **Estimated Expense Ratio:** 913.909% 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|$16,309,731|—|$16,309,731|—|—|

| 2023|$16,255,752|—|$16,255,752|—|—|

| 2022|$14,066,910|—|$14,066,910|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-california-assoc-of-golf-and-private-clubs-welfare-816716859-501)

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