Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Liuna National 401k Retirement Savings Plan
- Sponsor EIN: 526941497
- Sponsor Address: 905 16TH STREET, NW, WASHINGTON, DC, 200061703
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,153
- Total Assets: $206.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 2,153 | $206.2M | $0 | $0 |
| 2024 | 1,671 | $181.5M | $4.1M | $8.5M |
| 2023 | 1,623 | $162.6M | $3.9M | $7.8M |
| 2022 | 961 | $137.1M | $3.5M | $7.2M |
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 |
|---|---|---|---|---|
| LIUNA STAFF AND AFFILIATES PENSION | Other Service Provider | $176,215 | — | $176,215 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | Other Service Provider | $76,127 | — | $76,127 |
| SEGAL ADVISORS, INC DBA SEGAL MARCO | Other Service Provider | $40,000 | — | $40,000 |
| THE LAW OFFICES OF JAMES S. RAY | Other Service Provider | $18,638 | — | $18,638 |
| CALIBRE CPA GROUP PLLC | Other Service Provider | $14,800 | — | $14,800 |
| WELLS FARGO | Other Service Provider | $11,452 | — | $11,452 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $6,567 | $6,567 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $343,799
- Estimated Expense Ratio: 0.167% 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 |
|---|---|---|---|---|---|
| 2025 | $16,607,383 | $40,000 | $180,092 | $14,800 | — |
| 2024 | $382,418 | $40,000 | $192,796 | $14,800 | — |
| 2023 | $371,154 | $40,000 | $166,109 | $13,800 | — |
| 2022 | $357,877 | — | — | — | $151,386 |