# Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-usmx-ila-money-purchase-fund-and-savings-plan-plan

> Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan's DC plan: 5,297 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan

- **Sponsor EIN:** 832053281

- **Sponsor Address:** 125 CHUBB AVENUE, SUITE 350NB, LYNDHURST, NJ, 070713504

- **Plan Type:** DC

- **Total Participants:** 5,297

- **Total Assets:** $77.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,297|$77.8M|$0|$0|

| 2023|4,374|$50.8M|$0|$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|

| CALIBRE CPA GROUP PLLC|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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:** $14,000

- **Estimated Expense Ratio:** 0.018% 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|$435,900|$213,374|$117,907|$14,000|—|

| 2023|$481,224|$254,115|$124,756|—|$95,138|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-usmx-ila-money-purchase-fund-and-savings-plan-plan)

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