# Board Of Trustees, Multi-Union Security Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-multi-union-security-trust-fund-931146155-501

> Board Of Trustees, Multi-Union Security Trust Fund's 401(k) plan: 856 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, 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/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|

## Similar Plans

- [Board Of Trustees Of Supplemental Income Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-supplemental-income-trust-fund-plan) — 34,085 participants

- [Nri Usa, LLC](https://planprovider.pro/companies/nri-usa-llc-453981962-501) — 813 participants

- [States Logistics Services, INC.](https://planprovider.pro/companies/states-logistics-services-inc-401k-plan) — 749 participants

- [States Logistics Services, INC.](https://planprovider.pro/companies/states-logistics-services-inc-330782803-501) — 747 participants

- [Dc Logistics, LLC](https://planprovider.pro/companies/dc-logistics-llc-401k-plan) — 700 participants

- [Nri Usa, LLC](https://planprovider.pro/companies/nri-usa-llc-plan-001) — 654 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-multi-union-security-trust-fund-931146155-501)

© 2026 PlanProvider.Pro