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Original filing (PDF)20251014185503NAL0001760051001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA FLOOR COVERING
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA FLOOR COVERING PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
69% in single holdingNo recordkeeper disclosed10 service providers
Active participants
609
Accounts w/ balance
0
Plan assets (EOY)
$108.8M
Net assets (EOY)
$108.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AFL-CIO SL STOCK INDEX FUND (no filing on disk)]" is 69% of plan.
- 49 bps in Schedule C fees — 394% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SOUTHERN CALIFORNIA FLOOR COVERING.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA FLOOR COVERING
DBA
PENSION TRUST FUND
EIN
51-6031409
Address
1055 PARK VIEW DR STE 111 · COVINA, CA · 91724
Phone
(626) 279-3022
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $164K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $90K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $89K | — |
| US BANK | 31-0841368 | — | NONE | $40K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $39K | — |
| WOHLNER KAPLON CUTLER HALFORD & ROS | 95-4177931 | — | NONE | $32K | — |
| WASHINGTON CAPITAL MANAGEMENT INC | 91-1163419 | — | NONE | $30K | — |
| VOYA INVESTMENT MANAGEMENT CO. LLC | 06-1440627 | — | NONE | $22K | — |
| GOLDMAN SACHS | — | NEW YORK, NY | NONE | $18K | — |
| ALSWEET & ASSOCIATES | 95-2766134 | — | NONE | $13K | — |
Investments
3 pooled funds· $36.3M(33% 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.
Common Collective Trust
$30.2M
2 holdings
103-12 Investment Entity
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFL-CIO SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $24.9M | 22.9% | |
| WASHINGTON CAPITAL JOINT MASTER TRS WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 94-1163419 / PN 001 | 103-12 Investment Entity | — | — | $6.0M | 5.5% | |
| GOLDMAN SACHS EMERG MKTS DEBT FUND GOLDMAN SACHS · EIN 13-4166989 / PN 029 | Common Collective Trust | — | — | $5.4M | 4.9% |