Plan Snapshot
- Plan Sponsor: Board Of Trustees, The Uaw Labor-Management Group
- Sponsor EIN: 516099782
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: DB
- Total Participants: 1,507
- Total Assets: $70.2M
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 | 1,507 | $70.2M | $2.7M | $0 |
| 2023 | 1,433 | $68.8M | $1.7M | $0 |
| 2022 | 1,122 | $68.0M | $1.4M | $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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | NONE | $314,370 | — | $314,370 |
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $130,788 | — | $130,788 |
| THE PRUDENTIAL INS CO OF AMERICA | NONE | $110,546 | — | $110,546 |
| RAEL & LETSON | NONE | $61,860 | — | $61,860 |
| LAQUER URBAN CLIFFORD & HODGE LLP | NONE | $19,471 | — | $19,471 |
| MILLER KAPLAN ARASE LLP | NONE | $16,800 | — | $16,800 |
| AMALGAMATED BANK | NONE | $11,643 | — | $11,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS TRUST COMPANY — NONE
- THE PRUDENTIAL INS CO OF AMERICA — NONE
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $665,478
- Estimated Expense Ratio: 0.949% 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 | $916,502 | $424,916 | $130,788 | $16,800 | — |
| 2023 | $903,356 | $423,675 | $126,984 | $19,074 | — |
| 2022 | $889,034 | $453,551 | $122,534 | — | $100,317 |