# Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-warehouse-employees-local-no-730-pension-trust-f-plan

> Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F's DB plan: 313 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F

- **Sponsor EIN:** 526124754

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451

- **Plan Type:** DB

- **Total Participants:** 313

- **Total Assets:** $150.6M

## 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|313|$150.6M|$5.8M|$0|

| 2023|335|$151.8M|$5.6M|$0|

| 2022|315|$152.7M|$5.4M|$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|

| PGIM REAL ESTATE|NONE|$302,428|—|$302,428|

| ASSOCIATED ADMINISTRATORS|NONE|$142,234|—|$142,234|

| INVESTMENT PERFORMANCE SERVICES|NONE|$133,750|—|$133,750|

| CORBIN CAPITAL PARTNERS, L.P.|NONE|$130,053|—|$130,053|

| HARDMAN JOHNSTON GLOBAL ADVISORS|NONE|$125,236|—|$125,236|

| ATLANTA CAPITAL MANAGMENT|NONE|$115,469|—|$115,469|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$108,617|$108,617|

| MORGAN, LEWIS & BOCKIUS, LP|NONE|$77,290|—|$77,290|

| GREAT LAKE ADVISORS, LLC|NONE|$67,656|—|$67,656|

| CHEIRON|NONE|$49,144|—|$49,144|

| LOOMIS SAYLES TRUST COMPANY|NONE|$48,011|—|$48,011|

| ACADIAN ASSET MANAGMENT|NONE|$40,068|—|$40,068|

| MOONEY GREEN SAINDON MURPHY & WELCH|NONE|$21,068|—|$21,068|

| PNC BANK|NONE|$17,528|—|$17,528|

| NOVAK FRANCELLA, LLC|NONE|$16,400|—|$16,400|

| JP MORGAN CHASE BANK|NONE|$15,546|—|$15,546|

| CS MCKEE|NONE|$13,402|—|$13,402|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$10,399|$10,399|

### Verified Provider Profiles

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

- [PGIM REAL ESTATE](https://planprovider.pro/provider/empower) — NONE

- [MORGAN, LEWIS & BOCKIUS, LP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,434,299

- **Estimated Expense Ratio:** 0.952% 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|$1,567,689|$1,105,612|$142,234|$16,400|—|

| 2023|$2,117,251|$1,581,119|$135,702|$16,500|—|

| 2022|$1,633,532|$1,216,703|$130,112|—|$147,774|

## Similar Plans

- [Peak Technologies, INC.](https://planprovider.pro/companies/peak-ryzex-inc-401k-plan) — 790 participants

- [Warehouse Employees Local No. 570](https://planprovider.pro/companies/warehouse-employees-local-no-570-plan) — 836 participants

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