Original filing (PDF)20251013165532NAL0000841987001

BOARD OF TRUSTEES OF THE ABOVE NAMED PLAN

Name: BOARD OF TRUSTEES OF THE ABOVE NAMED PLAN — SOUTHERN CALIFORNIA PLASTERING INSTITUTE GROUP BENEFIT TRUST FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE ABOVE NAMED PLAN

Form 5500

FILING_RECEIVED

SOUTHERN CALIFORNIA PLASTERING INSTITUTE GROUP BENEFIT TRUST FUND

Health & welfare plan

Signals · 3

~296 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

458

Accounts w/ balance

—

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.1M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE ABOVE NAMED PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE ABOVE NAMED PLAN

EIN

95-1917053

Address

1325 NORTH GRAND AVENUE · SUITE 200 · COVINA, CA · 917244044

Phone

(626) 732-2152

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

BERRY & CO., CPA'S LTD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BERRY & CO., CPA'S LTD	88-0400174	—	NONE	$53K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$233K	—

Investments

6 direct securities· $13.5M(94% of reported assets)

Other securities

$10.3M

5 holdings

Mutual Funds

$3.2M

1 holding

					% of plan
Vanguard Short-Term Inflation Fund	Other securities	—	$3.4M	$3.3M	23.2%
Vanguard Short-Term Bond Index Fund	Other securities	—	$3.4M	$3.3M	23.1%
Baird Aggregate Bond Fund - Inst'l	Mutual Funds	—	$3.6M	$3.2M	22.5%
Vanguard 500 Index - Admiral Shares	Other securities	—	$609K	$1.6M	11.2%
Columbia High Yield Bond Fund - Inst'l 3 Class	Other securities	—	$1.2M	$1.1M	7.7%
Vanguard Total Int'l Stock Index Fund	Other securities	—	$910K	$964K	6.8%

1–6 of 6

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