Plan Snapshot
- Plan Sponsor: Board Of Trustees Of U.W.M. & M. Pension Fund
- Sponsor EIN: 136596940
- Sponsor Address: 45-06 PEARSON STREET, 2ND FLOOR, LONG ISLAND CITY, NY, 111013512
- Plan Type: DB
- Total Participants: 1,045
- Total Assets: $213.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,045 | $213.2M | $5.9M | $0 |
| 2023 | 1,030 | $220.3M | $5.5M | $0 |
| 2022 | 1,035 | $223.7M | $5.1M | $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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | $68,667 | — | $68,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $68,667
- Estimated Expense Ratio: 0.032% 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 | $2,626,373 | $1,186,545 | — | $68,667 | — |
| 2023 | $2,586,019 | $1,175,245 | — | $68,667 | — |
| 2022 | $3,573,865 | $1,232,830 | — | — | $329,974 |