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Original filing (PDF)20251007135515NAL0008263360001
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTS
Form 5500
FILING_RECEIVED
SO. CA. ROCK PROD. & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN
Defined-benefit pension plan
Signals · 3
34% in single holding~89 bps in Sched C fees7 service providers
Active participants
11
Accounts w/ balance
0
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.4M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "E.I.N. 51-0190581; PLAN NO. 002 DECEMBER 31, 2024 Par Maturity Interest Fair Value Government Debt Date Rate (%) Value Cost $ United States Treasury Bill 01/30/25" is 34% of plan.
- 89 bps in Schedule C fees — 205% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTS.
Plan sponsor
Name
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTS
DBA
AND READY MIXED CONCRETE INDUSTRIES
EIN
51-0190581
Address
RETIREMENT PLAN · 1055 PARK VIEW DR STE 111 · COVINA, CA · 91724
Phone
(626) 441-3118
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $96K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $65K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $29K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $28K | — |
| WOHLNER KAPLON CUTLER HALFORD ROSEN | 95-4177931 | — | NONE | $24K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $14K | — |
| BAA CAPITAL ADVISORS, INC | — | CAMARILLO, CA | NONE | $5K | — |
Investments
2 direct securities · 1 pooled fund· $21.7M(74% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.0M
2 holdings
Common Collective Trust
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E.I.N. 51-0190581; PLAN NO. 002 DECEMBER 31, 2024 Par Maturity Interest Fair Value Government Debt Date Rate (%) Value Cost $ United States Treasury Bill 01/30/25 | — | — | $10.0M | $9.8M | 33.0% | |
| United States Treasury Bill 09/04/25 | — | — | $7.3M | $7.3M | 24.7% | |
| NT COLLECTIVE SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $4.7M | $4.7M | 16.0% |