Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Liuna National (Industrial) Pension Fund
- Sponsor EIN: 526074345
- Sponsor Address: 905 16TH STREET, NW, WASHINGTON, DC, 200061703
- Plan Type: DB
- Total Participants: 17,932
- Total Assets: $1.5B
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 | 17,932 | $1.5B | $86.1M | $21,240 |
| 2023 | 18,228 | $1.4B | $85.1M | $23,749 |
| 2022 | 18,687 | $1.4B | $82.9M | $28,318 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $44,494 | — | $44,494 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,494
- Estimated Expense Ratio: 0.003% 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 | $13,319,379 | $4,004,745 | $4,824,403 | $44,494 | — |
| 2023 | $12,084,361 | $3,781,629 | $4,002,237 | $40,624 | — |
| 2022 | $11,894,193 | $4,400,301 | — | — | $571,113 |