# International Union Of Operating Enginne Local 295 401k Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-iuoe-local-295-401-k-plan-401k-plan

> International Union Of Operating Enginne Local 295 401k Plan's 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Union Of Operating Enginne Local 295 401k Plan

- **Sponsor EIN:** 933896612

- **Sponsor Address:** 61-04 MAURICE AVENUE, MASPETH, NY, 113781228

- **Plan Type:** 401(k)

- **Total Participants:** 220

- **Total Assets:** $4.8M

## 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|220|$4.8M|$274,155|$266,464|

| 2023|233|$4.0M|$124,111|$77,327|

| 2022|118|$73,249|$66,433|$22,075|

## 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|

| JOHN HANCOCK|TPA|$30,308|—|$30,308|

| FITZSIMMONS ABRAMS, LLP|NONE|$8,000|—|$8,000|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — TPA

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,308

- **Estimated Expense Ratio:** 0.801% 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|$107,263|$61,603|—|$8,000|—|

| 2023|$29,079|—|$25,440|—|—|

| 2022|$15,202|—|$14,179|—|—|

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