# Board Of Trustees Of United Workers Pension Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-united-workers-pension-fund-plan

> Board Of Trustees Of United Workers Pension Fund's DC plan: 690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-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|

## Similar Plans

- [Sumitomo Corporation Of Americas](https://planprovider.pro/companies/sumitomo-corporation-of-americas-401k-plan-004) — 729 participants

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