# Asbestos Workers Union Local No. 64 DB Plan
Source: https://planprovider.pro/companies/asbestos-workers-union-local-no-64-plan

> Asbestos Workers Union Local No. 64's DB plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asbestos Workers Union Local No. 64

- **Sponsor EIN:** 730679063

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 08628

- **Plan Type:** DB

- **Total Participants:** 114

- **Total Assets:** $240,609

## 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|114|$240,609|$0|$0|

| 2023|114|$240,697|$0|$0|

| 2022|119|$225,161|$107|$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|

| GERSON & ASSOC. CPAS AND ADVISORS|Auditor|$9,500|—|$9,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,500

- **Estimated Expense Ratio:** 3.948% 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|$42,284|—|$21,200|$9,500|—|

| 2023|$41,370|—|$20,400|$9,000|—|

| 2022|$40,396|—|$20,000|—|$15,000|

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