# Bd. Of Trustees,Ups INC.-Machinists Lodge 447 (Iamaw) Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-ups-inc-machinists-lodge-447-iamaw-annuity-fund-plan

> Bd. Of Trustees,Ups INC.-Machinists Lodge 447 (Iamaw) Annuity Fund's DC plan: 1,096 participants, plan year 2025 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bd. Of Trustees,Ups INC.-Machinists Lodge 447 (Iamaw) Annuity Fund

- **Sponsor EIN:** 133031882

- **Sponsor Address:** 830 BEAR TAVERN ROAD, P.O. BOX 1028, WEST TRENTON, NJ, 086280230

- **Plan Type:** DC

- **Total Participants:** 1,096

- **Total Assets:** $64.3M

## 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.|

| 2025|1,096|$64.3M|$0|$0|

| 2024|1,175|$59.0M|$0|$0|

| 2023|1,180|$53.7M|$0|$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, L.L.P.|Auditor|$26,875|—|$26,875|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/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:** $26,875

- **Estimated Expense Ratio:** 0.042% 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|

| 2025|$576,083|$137,032|—|$26,875|—|

| 2024|$353,380|$147,694|—|$26,000|—|

| 2023|$347,878|$157,275|$121,635|—|$48,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-ups-inc-machinists-lodge-447-iamaw-annuity-fund-plan)

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