# Allied Workers 13 Pension Fund DB Plan
Source: https://planprovider.pro/companies/allied-workers-13-pension-fund-plan

> Allied Workers 13 Pension Fund's DB plan: 19 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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