Plan Snapshot
- Plan Sponsor: Board Of Trustees Of United Workers Pension Fund
- Sponsor EIN: 841655235
- Sponsor Address: 50 CHARLES LINDBERGH BLVD SUITE 207, UNIONDALE, NY, 115533626
- Plan Type: DC
- Total Participants: 690
- Total Assets: $21.6M
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 | 690 | $21.6M | $2.8M | $374,790 |
| 2023 | 389 | $17.5M | $2.2M | $331,984 |
| 2022 | 389 | $13.6M | $2.4M | $395,702 |
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 |
|---|---|---|---|---|
| USI CONSULTING GRP | NONE | $95,419 | — | $95,419 |
| MCCARTHY & PREECE PLLC | NONE | $36,000 | — | $36,000 |
| NOVAK FRANCELLA, LLC | Auditor | $22,131 | — | $22,131 |
| WEAVER & TIDWELL, LLP | NONE | $20,000 | — | $20,000 |
| ANDREW FAIR, ESQ. | EMPLOYEE | $14,400 | — | $14,400 |
| DICKINSON GROUP LLC | NONE | $14,316 | — | $14,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
- WEAVER & TIDWELL, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,266
- Estimated Expense Ratio: 0.938% 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 | $195,325 | $14,316 | — | $22,131 | — |
| 2023 | $170,110 | — | $85,490 | $22,000 | — |
| 2022 | $159,337 | — | $85,045 | — | $69,407 |