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Original filing (PDF)20251013165429NAL0000841107001
BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTE
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA PLASTERING INSTITUTE PENSION TRUST FUND
Defined-benefit pension plan
Signals · 4
31% in single holding~91 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
425
Accounts w/ balance
—
Plan assets (EOY)
$100.1M
Net assets (EOY)
$100.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Longview LargeCap 500 Index Fund" is 31% of plan.
- 91 bps in Schedule C fees — 812% 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 PLASTERING INSTITUTE.
Plan sponsor
Name
BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTE
DBA
PENSION TRUST FUND
EIN
51-6052141
Address
1325 NORTH GRAND AVENUE · SUITE 200 · COVINA, CA · 91724
Phone
(626) 732-2152
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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BERRY & CO., CPA'S LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $322K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $116K | — |
| BERRY & CO., CPA'S LTD | 88-0400174 | — | NONE | $94K | — |
| AMERICAN REALTY ADVISORS, LLC | 33-0123114 | — | NONE | $92K | — |
| MEKETA INVESTMENT GROUP, INC | 04-2659023 | — | NONE | $91K | — |
| WOHLNER KAPLON CUTLER HALFORD ET AL | 83-2856417 | — | NONE | $74K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $58K | — |
| U.S. BANK, N.A. | 31-0841368 | — | NONE | $52K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $14K | — |
Investments
11 direct securities · 6 pooled funds· $97.8M(98% 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
$39.1M
4 holdings
Uncategorized
$38.5M
9 holdings
Real Estate
$8.4M
1 holding
Mutual Funds
$5.1M
1 holding
103-12 Investment Entity
$3.8M
1 holding
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | $6.7M | $30.1M | 30.0% | |
| Vanguard Total International Stock Index | — | — | $12.0M | $14.8M | 14.8% | |
| Core Property Fund ARA Core Property Fund, LP | Real Estate | — | $8.5M | $8.4M | 8.4% | |
| Brown Advisory Small Cap Fundamental Value Fund | — | — | $4.6M | $5.5M | 5.5% | |
| Baird Aggregate Bond Fund - Inst'l | Mutual Funds | — | $5.5M | $5.1M | 5.1% | |
| Vanguard Inflation Protected Securities Fund | — | — | $5.2M | $4.5M | 4.5% | |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $3.1M | $3.8M | 3.8% | |
| GQG PARTNERS EMERGING MARKETS EQUIT RELIANCE TRUST CO. · EIN 82-6258259 / PN 012 | Common Collective Trust | — | $2.9M | $3.5M | 3.5% | |
| Vanguard Long-Term Government Bond Fund | — | — | $4.7M | $3.4M | 3.4% | |
| Loan Fund Beach Point Loan Fund (Cayman) Ltd | — | — | $2.1M | $3.1M | 3.1% | |
| PAYDEN & RYGEL COLL INVESTMENT TRST GLOBAL TRUST CO. · EIN 37-6667944 / PN 001 | Common Collective Trust | — | $2.6M | $3.0M | 3.0% | |
| SEPARATE ACCOUNT J OF THE ULLICO THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | $2.1M | $2.9M | 2.9% | |
| Vanguard Short-Term Bond Index | — | — | $2.7M | $2.8M | 2.8% | |
| COLUMBIA TRUST U.S. HIGH YIELD BOND AMERIPRISE TRUST COMPANY · EIN 87-2111590 / PN 067 | Common Collective Trust | — | $2.4M | $2.6M | 2.6% | |
| Vanguard Energy Fund - Admiral Shares | — | — | $3.0M | $2.2M | 2.2% | |
| Vanguard Materials Index Fund - Admiral Shares | — | — | $1.1M | $2.0M | 2.0% | |
| Cash Equivalents * First American Treasury Obligation Fund - Cl Z | — | — | $238K | $238K | 0.2% |