# U.A. Local 350 Retirement Trust DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-u-a-local-350-retirement-trust-plan

> U.A. Local 350 Retirement Trust's DC plan: 882 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.A. Local 350 Retirement Trust

- **Sponsor EIN:** 880214223

- **Sponsor Address:** 445 APPLE ST, RENO, NV, 895023544

- **Plan Type:** DC

- **Total Participants:** 882

- **Total Assets:** $42.6M

## 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|882|$42.6M|$1.6M|$905,877|

| 2023|1,210|$38.2M|$1.3M|$733,630|

| 2022|695|$32.3M|$1.2M|$658,689|

## 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|

| CASEY NEILON, INC.|Auditor|$52,669|—|$52,669|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,669

- **Estimated Expense Ratio:** 0.124% 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|$231,309|$12,750|$114,552|$52,669|—|

| 2023|$211,367|$16,423|$102,503|$35,000|—|

| 2022|$230,004|$18,222|$105,914|—|$73,120|

## Similar Plans

- [Goettl Home Services, LLC](https://planprovider.pro/companies/goettl-home-services-llc-401k-plan) — 789 participants

- [Hvac Bsec Holdings, INC.](https://planprovider.pro/companies/hvac-bsec-holdings-inc-401k-plan) — 333 participants

- [Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525](https://planprovider.pro/companies/joint-gov-comm-plumbers-and-pipefitters-local-union-no-525-plan) — 1,532 participants

- [Residential Fire Protection](https://planprovider.pro/companies/residential-fire-protection-401k-plan) — 149 participants

- [Hta Plumbing & Mechanical INC](https://planprovider.pro/companies/hta-plumbing-mechanical-inc-401k-plan) — 103 participants

- [Snowball Industries, INC.](https://planprovider.pro/companies/snowball-industries-inc-401k-plan) — 86 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-u-a-local-350-retirement-trust-plan)

© 2026 PlanProvider.Pro