Plan Snapshot
- Plan Sponsor: Board Of Trustees, Fish Canners - Uiw Penson Trust
- Sponsor EIN: 956042211
- Sponsor Address: 5201 CAPITAL GATEWAY DRIVE, CAMP SPRINGS, MD, 207464211
- Plan Type: DB
- Total Participants: 1,258
- Total Assets: $11.9M
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 | 1,258 | $11.9M | $0 | $0 |
| 2023 | 1,287 | $12.2M | $0 | $0 |
| 2022 | 1,330 | $12.8M | $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 |
|---|---|---|---|---|
| SEAFARERS VACATION PLAN | Recordkeeper | $50,000 | — | $50,000 |
| BASIL CASTROVINCI ASSOCIATES INC | Other Service Provider | $45,000 | — | $45,000 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $44,666 | — | $44,666 |
| UBS REALTY INVESTORS LLC | Other Service Provider | $31,705 | — | $31,705 |
| WEAVER AND TIDWELL, LLP | Auditor | $24,000 | — | $24,000 |
| COMERICA BANK | Other Service Provider | $17,415 | — | $17,415 |
| GUADALUPE MURILLO | Other Service Provider | $7,911 | — | $7,911 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEAFARERS VACATION PLAN — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- 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: $220,697
- Estimated Expense Ratio: 1.860% 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 | $290,277 | $76,371 | — | $24,000 | — |
| 2023 | $285,419 | $76,972 | — | $22,000 | — |
| 2022 | $293,865 | $89,378 | — | — | $77,083 |