Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local
- Sponsor EIN: 010219039
- Sponsor Address: P.O. BOX 5817, WALLINGFORD, CT, 064927617
- Plan Type: DC
- Total Participants: 333
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 333 | $36.9M | $1.8M | $0 |
| 2023 | 340 | $36.1M | $1.9M | $0 |
| 2022 | 447 | $32.4M | $1.8M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $14,400 | — | $14,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,400
- Estimated Expense Ratio: 0.039% 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 | $192,934 | $20,000 | $68,964 | $14,400 | — |
| 2023 | $212,970 | $20,000 | $68,964 | $15,829 | — |
| 2022 | $214,638 | $20,000 | $68,895 | — | $40,386 |