Plan Snapshot
- Plan Sponsor: Board Of Trustees-So Nv Teamsters Local 631 Vacation Plan
- Sponsor EIN: 880411470
- Sponsor Address: 8311 W. SUNSET ROAD, LAS VEGAS, NV, 89113
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 588
- Total Assets: $3.4M
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 | 588 | $3.4M | $6.0M | $0 |
| 2023 | 493 | $3.6M | $6.2M | $0 |
| 2022 | 523 | $3.1M | $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 |
|---|---|---|---|---|
| BERRY & CO., CPA'S LTD | Other Service Provider | $15,431 | — | $15,431 |
| BENESYS ADMINISTRATORS | Other Service Provider | $9,655 | — | $9,655 |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | ERISA Attorney | $8,586 | — | $8,586 |
| WELLS FARGO BANK N.A. | Other Service Provider | $6,673 | — | $6,673 |
| BANK OF LABOR | Other Service Provider | $5,570 | — | $5,570 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWNSTEIN HYATT FARBER SCHRECK LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,915
- Estimated Expense Ratio: 1.366% 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 | $53,629 | — | $9,655 | $15,000 | — |
| 2023 | $50,097 | — | $9,942 | $14,500 | — |
| 2022 | $41,997 | — | $8,057 | — | $20,549 |