Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Asbestos Workers Local 127
- Sponsor EIN: 391599961
- Sponsor Address: ONE PARK PLAZA, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $12.4M
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 | 471 | $12.4M | $496,411 | $60,531 |
| 2023 | 512 | $11.7M | $576,259 | $46,725 |
| 2022 | 501 | $10.6M | $478,524 | $34,853 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $57,822 | — | $57,822 |
| BENESYS, INC. | Recordkeeper | $27,772 | — | $27,772 |
| MARINER | Other Service Provider | $21,000 | — | $21,000 |
| THE PREVIANT LAW FIRM, S.C. | Other Service Provider | $20,552 | — | $20,552 |
| SIKICH CPA LLC | Auditor | $17,260 | — | $17,260 |
| ANDCO CONSULTING, LLC | Other Service Provider | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,406
- Estimated Expense Ratio: 1.224% 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 | $162,165 | $57,822 | $16,503 | $18,610 | — |
| 2023 | $119,349 | $52,668 | $15,987 | $17,630 | — |
| 2022 | $121,900 | $54,805 | $16,259 | — | $41,495 |