# Trustees Of The Agc Of America Sd Chapter INC - Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-the-agc-of-america-sd-chapter-inc-health-welfare-330078759-501

> Trustees Of The Agc Of America Sd Chapter INC - Health & Welfare's Health & Welfare plan: 1,560 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Agc Of America Sd Chapter INC - Health & Welfare

- **Sponsor EIN:** 330078759

- **Sponsor Address:** P.O. BOX 12630, SAN DIEGO, CA, 92112

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,560

- **Total Assets:** $5.7M

## 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|1,560|$5.7M|$22.5M|$71,364|

| 2023|1,535|$5.2M|$21.2M|$38,587|

| 2022|1,641|$3.8M|$19.5M|$47,275|

## 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|

| WEST COAST GROUP BENEFITS|Other Service Provider|$828,969|—|$828,969|

| POLYCOMP ADMINISTRATION SERVICES|Recordkeeper|$279,989|—|$279,989|

| WOLDS LAW GROUP|Other Service Provider|$82,647|—|$82,647|

| MOSS ADAMS LLP|Other Service Provider|$76,171|—|$76,171|

| CLELLAND AND COMPANY INC|Other Service Provider|$7,428|—|$7,428|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,275,204

- **Estimated Expense Ratio:** 22.247% 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|$1,297,003|—|$262,344|$37,950|—|

| 2023|$1,336,946|—|$270,098|$44,097|—|

| 2022|$1,354,860|—|$285,006|—|$195,578|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-agc-of-america-sd-chapter-inc-health-welfare-330078759-501)

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