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Original filing (PDF)20251013142836NAL0001422321005

BOARD OF TRUSTEES,CONSTRUCTION LABORERS VACATION TRUST FOR SOUTHERN CA

Form 5500
FILING_RECEIVED
CONSTRUCTION LABORERS VACATION FOR SOUTHERN CALIFORNIA
Health & welfare plan
Signals · 3
100% in single holding~346 bps in Sched C feesNo recordkeeper disclosed
Active participants
24,820
Accounts w/ balance
—
Plan assets (EOY)
$52.0M
Net assets (EOY)
$22.3M
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 "Money Market Funds First American Govt Oblig Fund Class Z Money Market N/A N/A N/A" is 100% of plan.
  • 346 bps in Schedule C fees — 2064% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES,CONSTRUCTION LABORERS VACATION TRUST FOR SOUTHERN CA.
Plan sponsor
Name
BOARD OF TRUSTEES,CONSTRUCTION LABORERS VACATION TRUST FOR SOUTHERN CA
EIN
95-6135795
Address
1123 PARK VIEW DRIVE, STE 200 · COVINA, CA · 91724
Phone
(626) 279-3000
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
4Q · Other
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
CLTFSC, LLC95-4773932—ADMINISTRATIVE COMPANY$1.1M—
PACIFIC SOUTHWEST ADMINISTRATORS46-4942970—NONE$588K—
REICH, ADELL & CVITAN95-3082677—NONE$39K—
CALIBRE CPA GROUP, PLLC47-0900880—NONE$24K—

Investments

1 direct security· $39.8M(77% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Money Market Funds First American Govt Oblig Fund Class Z Money Market N/A——$39.8M$39.8M76.5%

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