Plan Snapshot
- Plan Sponsor: Trustees Of The Ocu Pension Trust
- Sponsor EIN: 261574440
- Sponsor Address: 1055 PARK VIEW DRIVE SUITE 111, COVINA, CA, 917243735
- Plan Type: DB
- Total Participants: 538
- Total Assets: $273.2M
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 | 538 | $273.2M | $27.3M | $0 |
| 2023 | 542 | $248.1M | $16.9M | $0 |
| 2022 | 538 | $212.9M | $15.8M | $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 |
|---|---|---|---|---|
| HENNINGFIELD & ASSOCIATES, INC. | Auditor | $25,730 | — | $25,730 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENNINGFIELD & ASSOCIATES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,730
- Estimated Expense Ratio: 0.009% 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 | $1,209,343 | $294,427 | $118,644 | $25,730 | — |
| 2023 | $1,175,075 | $367,757 | $110,467 | $47,737 | — |
| 2022 | $1,056,395 | $319,658 | $106,386 | — | $530,639 |