# Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-int-l-union-of-operating-engineers-local-501-indi-plan

> Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi's DC plan: 5,519 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 Indi

- **Sponsor EIN:** 815319756

- **Sponsor Address:** 1050 LAKE DRIVE, SUITE 120, WEST COVINA, CA, 917902930

- **Plan Type:** DC

- **Total Participants:** 5,519

- **Total Assets:** $83.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,519|$83.7M|$14.7M|$0|

| 2023|5,355|$67.0M|$14.3M|$0|

| 2022|4,960|$49.1M|$13.3M|$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|

| UBS FINANCIAL SERVICES INC|NONE|$368,509|—|$368,509|

| BENESYS, INC|NONE|$132,328|—|$132,328|

| WITHUMSMITH+BROWN, PC|NONE|$126,034|—|$126,034|

| WEINBERG, ROGER & ROSENFELD|NONE|$68,544|—|$68,544|

| SMART SOURCE|NONE|$37,724|—|$37,724|

| RAEL & LETSON|NONE|$13,233|—|$13,233|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $746,372

- **Estimated Expense Ratio:** 0.892% 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|$802,014|$365,320|$130,497|$51,841|—|

| 2023|$518,802|$268,365|$83,053|$29,968|—|

| 2022|$405,642|$206,434|$79,593|—|$91,946|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-int-l-union-of-operating-engineers-local-501-indi-plan)

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