Plan Snapshot
- Plan Sponsor: Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan
- Sponsor EIN: 516117726
- Sponsor Address: 55 GLENLAKE PARKWAY, NE, ATLANTA, GA, 303283474
- Plan Type: DB
- Total Participants: 5,733
- Total Assets: $2.4B
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 | 5,733 | $2.4B | $139.9M | $0 |
| 2023 | 5,812 | $2.1B | $141.7M | $0 |
| 2022 | 5,997 | $1.8B | $144.9M | $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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | $74,839 | — | $74,839 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,839
- Estimated Expense Ratio: 0.003% 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 | $6,095,335 | $4,920,885 | — | $74,839 | — |
| 2023 | $4,943,180 | $3,136,821 | — | $72,264 | — |
| 2022 | $5,391,278 | $3,962,433 | — | — | $840,366 |