# Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-money-purchase-retirement-plan-u-a-local-plan

> Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local's DC plan: 333 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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