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Original filing (PDF)20251015170542NAL0005488721001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER PENSION FUND
Defined-benefit pension plan
Signals · 3
50% in single holdingNo recordkeeper disclosed15 service providers
Active participants
1,227
Accounts w/ balance
0
Plan assets (EOY)
$489.3M
Net assets (EOY)
$485.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 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 "[DFE: RREEF AMERICA II LP (no filing on disk)]" is 50% of plan.
- 26 bps in Schedule C fees — 161% 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 LOCAL 831 -.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -
DBA
EMPLOYER PENSION FUND
EIN
95-6376874
Address
1055 PARK VIEW DR STE 111 · COVINA, CA · 91724
Phone
(626) 279-3080
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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | 80-0175963 | — | NONE | $267K | — |
| RREEF AMERICA L.L.C. | 58-2364506 | — | NONE | $201K | — |
| US BANK | 31-0841368 | — | NONE | $165K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $149K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $135K | — |
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $118K | — |
| R.V. KUHNS INVESTMENT CONSULTING | 93-0910652 | — | NONE | $74K | — |
| LOOMIS, SAYLES & COMPANY, LP | 04-3200030 | — | NONE | $72K | — |
| SC CORE MANAGEMENT LTD. | — | — | NONE | $24K | — |
| RONALD DEAN | 95-3879152 | — | NONE | $23K | — |
| ALLSWEET ASSOCIATES | 95-2766134 | — | NONE | $15K | — |
| COHEN, WEISS AND SIMON LLP | 13-1592323 | — | NONE | $12K | — |
| ROTHNER, SEGALL & GREENSTONE | 95-4364982 | — | NONE | $11K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $7K | — |
| INSTITUTIONAL SHAREHOLDER SERVICES | 06-1541449 | — | NONE | $5K | — |
Investments
1 direct security · 3 pooled funds· $95.5M(20% 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
$72.8M
3 holdings
Uncategorized
$22.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RREEF AMERICA II LP RREEF AMERICA L.L.C. · EIN 58-2364506 / PN 001 | Common Collective Trust | — | — | $36.8M | 7.5% | |
| [DFE: SCHRODER COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $22.6M | 4.6% | |
| SCHRODER INTL MULTI-CAP VALUE TRUST SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $22.6M | 4.6% | |
| LOOMIS SAYLES MULTISECTOR FULL DISC LOOMIS, SAYLES & COMPANY, LP · EIN 84-6391546 / PN 007 | Common Collective Trust | — | — | $13.4M | 2.7% |