Plan Snapshot
- Plan Sponsor: Bd Of Trustees Retirement Plan Of Wldw Union Local 1d
- Sponsor EIN: 510164380
- Sponsor Address: 8402 18TH AVENUE, BROOKLYN, NY, 112145408
- Plan Type: DB
- Total Participants: 737
- Total Assets: $103.0M
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 | 737 | $103.0M | $6.1M | $0 |
| 2023 | 765 | $94.3M | $5.7M | $0 |
| 2022 | 778 | $89.8M | $5.3M | $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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | Other Service Provider | $84,949 | — | $84,949 |
| MILLIMAN, INC | Actuary | $65,163 | — | $65,163 |
| WEAVER & TIDWELL, LLP | Auditor | $45,400 | — | $45,400 |
| ZAZZALI, P.C. | ERISA Attorney | $37,209 | — | $37,209 |
| NORTHERN TRUST | Other Service Provider | $13,103 | — | $13,103 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Actuary
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,824
- Estimated Expense Ratio: 0.239% 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 | $531,707 | $98,052 | — | $37,000 | — |
| 2023 | $592,044 | $91,858 | — | $46,000 | — |
| 2022 | $555,270 | $99,016 | — | — | $149,517 |