# Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-annuity-fund-of-operating-engineers-local-513-431712261-001

> Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513's DC plan: 9,570 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513

- **Sponsor EIN:** 431712261

- **Sponsor Address:** 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 630442546

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 9,570

- **Total Assets:** $323.2M

## 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|9,570|$323.2M|$23.1M|$0|

| 2023|9,100|$297.8M|$21.7M|$0|

| 2022|8,814|$277.5M|$21.9M|$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|

| WELLINGTON TRUST COMPANY, NA|Other Service Provider|—|$425,661|$425,661|

| BNY MELLON INVESTMENT MANAGEMENT CA|Other Service Provider|$206,834|—|$206,834|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$170,773|—|$170,773|

| BENESYS, INC.|Other Service Provider|$123,087|—|$123,087|

| NEPC, LLC|Recordkeeper|$110,450|—|$110,450|

| COMMERCE BANK|Other Service Provider|$105,886|—|$105,886|

| BOSTON TRUST WALDEN COMPANY|Other Service Provider|$45,449|—|$45,449|

| HARTNETT REYES-JONES, LLC|Other Service Provider|$41,087|—|$41,087|

| LOCAL 513|Recordkeeper|$36,327|—|$36,327|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$26,500|—|$26,500|

| BMO HARRIS BANK NA|Other Service Provider|$24,783|—|$24,783|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,316,837

- **Estimated Expense Ratio:** 0.407% 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|$951,993|$613,399|$116,021|$26,500|—|

| 2023|$784,143|$471,814|$113,634|$24,442|—|

| 2022|$843,783|$539,115|$110,327|—|$45,337|

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