# Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-seafarers-international-union-agliw-401-k-plan-plan

> Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan&#39;s DC plan: 2,348 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan

- **Sponsor EIN:** 261527179

- **Sponsor Address:** 5201 CAPITAL GATEWAY DRIVE, CAMP SPRINGS, MD, 207464211

- **Plan Type:** DC

- **Total Participants:** 2,348

- **Total Assets:** $80.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,348|$80.4M|$0|$8.4M|

| 2023|16,059|$67.3M|$0|$7.3M|

| 2022|15,748|$55.5M|$0|$7.0M|

## 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|

| MORGAN STANLEY WEALTH MGMT|INVESTMENT ADVISOR|$81,053|—|$81,053|

| SEAFARERS VACATION PLAN|RELATED ORGANIZATION|$51,602|—|$51,602|

| WEAVER AND TIDWELL, LLP|AUDITOR|$21,925|—|$21,925|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$18,926|—|$18,926|

| BUCHBINDER TUNICK & CO LLP|AUDITOR|$7,880|—|$7,880|

### Verified Provider Profiles

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

- [MORGAN STANLEY WEALTH MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [SEAFARERS VACATION PLAN](https://planprovider.pro/provider/john-hancock) — RELATED ORGANIZATION

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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:** $181,386

- **Estimated Expense Ratio:** 0.226% 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|$162,815|$81,053|—|$29,805|—|

| 2023|$149,658|$74,794|$15,000|—|—|

| 2022|$166,524|$71,754|$21,947|—|$23,735|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-seafarers-international-union-agliw-401-k-plan-plan)

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