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Original filing (PDF)20251014121851NAL0002869105001
SANTA CLARA COUNTY ROOFERS VACATION TRUST
Form 5500
FILING_RECEIVED
SANTA CLARA COUNTY ROOFERS VACATION PLAN
Health & welfare plan
Signals · 2
~117 bps in Sched C feesNo recordkeeper disclosed
Active participants
410
Accounts w/ balance
—
Plan assets (EOY)
$735K
Net assets (EOY)
$113K
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA CLARA COUNTY ROOFERS VACATION TRUST.
Plan sponsor
Name
SANTA CLARA COUNTY ROOFERS VACATION TRUST
EIN
94-6401546
Address
2330 WALSH AVE STE A · SANTA CLARA, CA · 950511349
Phone
(408) 987-0440
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
523
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
INEICH & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INEICH & COMPANY, LLP | 55-2552172 | FOSTER CITY, CA | NONE | $6K | — |
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | SAN JOSE, CA | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.