# Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-teamsters-ups-401k-national-savings-plan-401k-plan

> Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan's 401(k) plan: 451,512 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan

- **Sponsor EIN:** 951732075

- **Sponsor Address:** 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 303283474

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

- **Total Participants:** 451,512

- **Total Assets:** $19.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|451,512|$19.3B|$0|$1.1B|

| 2023|452,126|$17.2B|$0|$945.9M|

| 2022|510,511|$14.7B|$0|$919.0M|

## 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|

| MELLON INVESTMENTS|Other Service Provider|$3,301,710|—|$3,301,710|

| PRIAC|Other Service Provider|$897,826|—|$897,826|

| BANK OF NEW YORK MELLON|Other Service Provider|$748,057|—|$748,057|

| EMPOWER ANNUITY INS AND ANNUITY CO|Other Service Provider|$587,726|—|$587,726|

| ADVISED ASSETS GROUP LLC|Other Service Provider|$367,894|—|$367,894|

| QDRO BENEFITS FIRM, SUSAN L. DUBROF|Other Service Provider|$252,496|—|$252,496|

| ALAN D. BILLER & ASSOCIATES|Other Service Provider|$115,000|—|$115,000|

| MORNINGSTAR INVESTMENT MANAGEMENT|Other Service Provider|$76,600|—|$76,600|

| WEAVER AND TIDWELL, LLP|Auditor|$24,693|—|$24,693|

| BUCHBINDER TUNICK & COMPANY LLP|Other Service Provider|$24,624|—|$24,624|

| FEINBERG, DUMONT AND BRENNAN|Other Service Provider|$6,048|—|$6,048|

### Verified Provider Profiles

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

- [ALAN D. BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — Other Service Provider

- [MORNINGSTAR INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,402,674

- **Estimated Expense Ratio:** 0.033% 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|$8,538,198|$3,008,296|—|$24,693|—|

| 2023|$10,058,653|$3,344,302|—|$24,624|—|

| 2022|$10,825,469|$3,953,129|—|—|$386,026|

## Similar Plans

- [United Parcel Service Of America, INC.](https://planprovider.pro/companies/united-parcel-service-of-america-inc-401k-plan-004) — 84,091 participants

- [Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-the-ups-ibt-full-time-pension-plan-plan) — 68,290 participants

- [Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan](https://planprovider.pro/companies/bd-of-trustees-loc-804-loc-447-multi-employer-ret-plan-plan) — 5,733 participants

- [Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan](https://planprovider.pro/companies/bd-of-trustees-ups-local-177-ibt-multi-employer-ret-plan-plan) — 4,753 participants

- [Atlantic Moving And Storage, INC.](https://planprovider.pro/companies/atlantic-moving-and-storage-inc-401k-plan) — 824 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-teamsters-ups-401k-national-savings-plan-401k-plan)

© 2026 PlanProvider.Pro