# Western Labor Alliance Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/western-labor-alliance-health-welfare-trust-fund-911748622-501

> Western Labor Alliance Health & Welfare Trust Fund's Health & Welfare plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Labor Alliance Health & Welfare Trust Fund

- **Sponsor EIN:** 911748622

- **Sponsor Address:** 10606 TRADEMARK PKWY NORTH, RANCHO CUCAMONGA, CA, 91730

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 20

- **Total Assets:** $824,211

## 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|20|$824,211|$392,563|$2,046|

| 2023|21|$664,834|$436,124|$2,531|

| 2022|24|$602,126|$374,613|$2,341|

## 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|

| RAEL & LETSON|Other Service Provider|$30,000|—|$30,000|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$9,000|—|$9,000|

| MORGAN & FRANZ ADMIN & CONSULTING|Recordkeeper|$8,167|—|$8,167|

### Verified Provider Profiles

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

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

- [MORGAN & FRANZ ADMIN & CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,167

- **Estimated Expense Ratio:** 5.723% 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|$65,166|$2,139|$8,106|$9,000|—|

| 2023|$66,451|$1,497|$9,516|$8,500|—|

| 2022|$63,341|$1,190|$9,191|—|$44,691|

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