# Trustees Of The Ocu Pension Trust DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-ocu-pension-trust-plan

> Trustees Of The Ocu Pension Trust's DB plan: 538 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HORIZON ACTUARIAL SERVICES, LLC|NONE|$339,143|—|$339,143|

| SEYFARTH SHAW|NONE|$284,243|—|$284,243|

| PACIFIC SOUTHWEST ADMINISTRATORS|NONE|$118,644|—|$118,644|

| ULLICO INVESTMENT ADVISORS, INC.|NONE|$82,535|—|$82,535|

| ASB CAPITAL MANAGEMENT|NONE|$81,186|—|$81,186|

| MEKETA INVESTMENT GROUP|NONE|$60,000|—|$60,000|

| AMERIPRISE TRUST COMPANY|NONE|$38,506|—|$38,506|

| HENNINGFIELD AND ASSOCIATES, INC.|NONE|$25,730|—|$25,730|

| STATE STREET GLOBAL ADVISORS|NONE|$25,388|—|$25,388|

| PAUL HASTINGS LLP|NONE|$19,677|—|$19,677|

| HANEY & SHAH, LLP|NONE|$13,875|—|$13,875|

| US BANK|NONE|$9,575|—|$9,575|

| US BANK|NONE|$8,519|—|$8,519|

### Verified Provider Profiles

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

- [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — NONE

- [HENNINGFIELD AND ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,107,021

- **Estimated Expense Ratio:** 0.405% 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|

## Similar Plans

- [Western States Office & Professional Emp](https://planprovider.pro/companies/western-states-office-professional-pension-fund-plan) — 469 participants

- [Social And Environmental Entrepreneurs](https://planprovider.pro/companies/social-and-environmental-entrepreneurs-401k-plan) — 457 participants

- [Adonis Health INC.](https://planprovider.pro/companies/adonis-health-inc-401k-plan) — 446 participants

- [Eventbrite, INC.](https://planprovider.pro/companies/eventbrite-inc-401k-plan) — 362 participants

- [Mcp Services, INC.](https://planprovider.pro/companies/mcp-services-inc-401k-plan) — 361 participants

- [Twenty4seven Hotels Corporation](https://planprovider.pro/companies/twenty4seven-hotels-corporation-401k-plan) — 753 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-ocu-pension-trust-plan)

© 2026 PlanProvider.Pro