# American Postal Workers Union, Afl-Cio DB Plan
Source: https://planprovider.pro/companies/american-postal-workers-union-afl-cio-plan-333

> American Postal Workers Union, Afl-Cio's DB plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Postal Workers Union, Afl-Cio

- **Sponsor EIN:** 520913725

- **Sponsor Address:** 1300 L STREET NW, WASHINGTON, DC, 200054107

- **Plan Type:** DB

- **Total Participants:** 99

- **Total Assets:** $120.2M

## 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|99|$120.2M|$2.1M|$369,008|

| 2023|100|$119.0M|$2.0M|$354,674|

| 2022|93|$112.7M|$1.8M|$325,494|

## 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|

| CALIBRE CPA GROUP PLLC|Auditor|$25,235|—|$25,235|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,235

- **Estimated Expense Ratio:** 0.021% 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|$455,868|$262,873|—|$25,235|—|

| 2023|$587,949|$239,169|—|$22,200|—|

| 2022|$427,843|$275,738|—|—|$94,823|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-postal-workers-union-afl-cio-plan-333)

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