Plan Snapshot
- Plan Sponsor: Board Of Trustees, Gastronomical Workers Lc 610 & Mha Pension Fund
- Sponsor EIN: 660308040
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $27.7M
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 | 0 | $27.7M | $0 | $0 |
| 2023 | 1 | $29.2M | $4,776 | $0 |
| 2022 | 1 | $30.0M | $46,248 | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | Other Service Provider | $113,274 | — | $113,274 |
| SEGAL COMPANY | Other Service Provider | $112,278 | — | $112,278 |
| CALIBRE CPA | Auditor | $36,977 | — | $36,977 |
| SLEVIN & HART | ERISA Attorney | $33,709 | — | $33,709 |
| SAGE ADVISORY SERVICES | Other Service Provider | $30,850 | — | $30,850 |
| MORGAN STANLEY | Recordkeeper | $20,000 | — | $20,000 |
| BANCO POPULAR | Other Service Provider | $10,594 | — | $10,594 |
| NEW & KARFUNKEL, P.C. | Other Service Provider | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA — Auditor
- SLEVIN & HART — ERISA Attorney
- MORGAN STANLEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $363,082
- Estimated Expense Ratio: 1.312% 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 | $496,039 | $50,850 | $113,274 | $36,977 | — |
| 2023 | $434,057 | $50,832 | $114,533 | $36,120 | — |
| 2022 | $714,052 | $27,835 | $115,440 | — | $172,134 |