Plan Snapshot
- Plan Sponsor: Allied Workers 13 Pension Fund
- Sponsor EIN: 591086811
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD, 210462963
- Plan Type: DB
- Total Participants: 19
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 19 | $17.1M | $77,361 | $0 |
| 2023 | 10 | $15.9M | $71,268 | $0 |
| 2022 | 10 | $14.8M | $66,130 | $0 |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.058% of plan assets
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 | $105,308 | $10,125 | $35,707 | $10,000 | — |
| 2023 | $101,978 | $13,500 | $37,038 | $19,209 | — |
| 2022 | $95,683 | $14,000 | $36,494 | — | $30,880 |