# Board Of Trustees - Afl-Cio Mutual Benefit Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-afl-cio-mutual-benefit-plan-842844698-501

> Board Of Trustees - Afl-Cio Mutual Benefit Plan's 401(k) plan: 146,789 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Afl-Cio Mutual Benefit Plan

- **Sponsor EIN:** 842844698

- **Sponsor Address:** 1100 FIRST STREET, NE, WASHINGTON, DC, 20002

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 146,789

- **Total Assets:** $44.2M

## 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|146,789|$44.2M|$0|$0|

| 2023|157,521|$42.6M|$0|$0|

| 2022|170,073|$39.5M|$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|

| UNION PRIVILEGE|Other Service Provider|$251,392|—|$251,392|

| PNC BANK|Other Service Provider|$151,605|—|$151,605|

| DOYLE PRINTING & OFFSET CO.|Other Service Provider|$69,181|—|$69,181|

| UNION INSURANCE GROUP|Other Service Provider|$52,237|—|$52,237|

| MOUNT VERNON PRINTING CO|Other Service Provider|$42,958|—|$42,958|

| CALIBRE CPA GROUP, PLLC|Auditor|$39,000|—|$39,000|

| SLEVIN & HART P.C.|ERISA Attorney|$17,264|—|$17,264|

### 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

- [SLEVIN & HART P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $623,637

- **Estimated Expense Ratio:** 1.412% 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|$730,403|—|$251,392|$50,000|—|

| 2023|$709,253|—|$240,131|$37,800|—|

| 2022|$655,657|$137,678|$223,267|—|$52,798|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-afl-cio-mutual-benefit-plan-842844698-501)

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