Plan Snapshot
- Plan Sponsor: Board Of Trustees, Multi-Union Security Trust Fund
- Sponsor EIN: 931146155
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 856
- Total Assets: $14.9M
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 | 856 | $14.9M | $20.0M | $0 |
| 2023 | 846 | $14.6M | $18.7M | $9,293 |
| 2022 | 832 | $14.2M | $16.7M | $11,882 |
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 |
|---|---|---|---|---|
| PACIFIC FEDERAL LLC | Other Service Provider | $386,471 | — | $386,471 |
| ANTHONY BUBENAS & CO. | Other Service Provider | $61,800 | — | $61,800 |
| QUEST INVESTMENT MANAGEMENT LLC | Other Service Provider | $55,990 | — | $55,990 |
| BLEIWEISS COMMUNICATIONS INC. | Other Service Provider | $24,000 | — | $24,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,600 | — | $16,600 |
| THE WAGNER LAW GROUP | ERISA Attorney | $15,148 | — | $15,148 |
| NIGRO KARLIN SEGAL FELDSTEIN & BOLN | Other Service Provider | $7,616 | — | $7,616 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $567,625
- Estimated Expense Ratio: 3.811% 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 | $601,641 | $55,990 | $288,082 | $16,600 | — |
| 2023 | $606,806 | $52,515 | $276,696 | $15,800 | — |
| 2022 | $650,321 | $51,306 | $260,934 | — | $291,001 |