Plan Snapshot
- Plan Sponsor: 1199seiu United Healthcare Workers East
- Sponsor EIN: 131510821
- Sponsor Address: 498 7TH AVE., NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 789
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 789 | $31.0M | $0 | $2.4M |
| 2023 | 796 | $27.7M | $0 | $2.1M |
| 2022 | 739 | $23.1M | $20,503 | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,296 | — | $19,951 | — | — |
| 2023 | $62,602 | — | $36,030 | — | — |
| 2022 | $45,258 | — | $45,258 | — | — |