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Original filing (PDF)20251017131906NAL0003987219005
SOUTHERN CALIFORNIA PIPE TRADES
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS FUND
Health & welfare plan
Signals · 3
100% in single holding~1663 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,902
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 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 "First American Gov't. Obligation Money Market Mutual Funds" is 100% of plan.
- 1663 bps in Schedule C fees — 3099% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN CALIFORNIA PIPE TRADES.
Plan sponsor
Name
SOUTHERN CALIFORNIA PIPE TRADES
DBA
CHRISTMAS BONUS FUND
EIN
95-4349805
Address
501 SHATTO PLACE, SUITE 500 · LOS ANGELES, CA · 900201713
Phone
(213) 385-6161
Industry
Plumbing, Heating, AC Contractors· 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
2025-10-17
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP | 95-4557526 | — | NONE | $257K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $48K | — |
| SEGAL CONSULTING | — | SAN FRANCISCO, CA | NONE | $29K | — |
| BUSH GOTTLIEB A LAW CORP | 95-2956616 | — | NONE | $8K | — |
Investments
1 direct security· $601K(29% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| First American Gov't. Obligation Money Market Mutual Funds | — | — | $601K | $601K | 29.3% |