Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension
- Sponsor EIN: 526089265
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451
- Plan Type: DB
- Total Participants: 63
- Total Assets: $11.4M
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 | 63 | $11.4M | $417,949 | $0 |
| 2023 | 72 | $10.2M | $409,999 | $0 |
| 2022 | 78 | $8.9M | $491,791 | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $8,256 | — | $8,256 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,256
- Estimated Expense Ratio: 0.072% 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 | $137,194 | $30,020 | $23,635 | $8,256 | — |
| 2023 | $150,431 | $48,116 | $22,947 | $8,408 | — |
| 2022 | $148,868 | $51,911 | $22,279 | — | $63,536 |